LM Advisors’s Coterra Energy CTRA Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-81	Closed	-$2.07K	–	318
2023 Q4	$2.07K	Buy	+81	New	+$2.17K	﹤0.01%	661

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LM Advisors's CTRA Position: Q1 2024 in Review

LM Advisors sold out of Coterra Energy (CTRA) in Q1 2024, closing a stake of 81 shares — an estimated $2.07K sold.

LM Advisors first reported a position in CTRA in Q4 2023 and held it in 1 quarter. The position peaked at $2.07K in Q4 2023. 873 funds tracked by Wall St. Rank hold CTRA as of Q1 2024.

LM Advisors reported no remaining Coterra Energy position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 81 Coterra Energy shares in Q1 2024, an estimated $2.07K.
LM Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 1 quarter.
LM Advisors's Coterra Energy position peaked at $2.07K in Q4 2023.
873 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.