LWM
CTRA

Liberty Wealth Management’s Coterra Energy CTRA Stock Holding History

Liberty Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-157
Closed -$3K – 363
2021
Q3 		$3K Buy
+157
New +$2.69K ﹤0.01% 1011
2021
Q2 		– Sell
-25
Closed – – 1082
2021
Q1 		$0 Hold
25
– – ﹤0.01% 947
2020
Q4 		$0 Buy
+25
New +$439 ﹤0.01% 963
2020
Q2 		– Sell
-77
Closed -$1K – 877
2020
Q1 		$1K Buy
77
+47
+157% +$744 ﹤0.01% 780
2019
Q4 		$0 Buy
+30
New +$521 ﹤0.01% 917

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Liberty Wealth Management's CTRA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Coterra Energy (CTRA) in Q4 2021, closing a stake of 157 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in CTRA in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 648 funds tracked by Wall St. Rank hold CTRA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Coterra Energy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 157 Coterra Energy shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Coterra Energy in Q4 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Coterra Energy position peaked at $3K in Q3 2021.
  • 648 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.