MLFP
CTRA

MPS Loria Financial Planners’s Coterra Energy CTRA Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-64
Closed -$1K – 211
2021
Q1 		$1K Hold
64
– – ﹤0.01% 485
2020
Q4 		$1K Buy
+64
New +$1.12K ﹤0.01% 522

Other funds holding CTRA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MPS Loria Financial Planners's CTRA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Coterra Energy (CTRA) in Q2 2021, closing a stake of 64 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CTRA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 452 funds tracked by Wall St. Rank hold CTRA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Coterra Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 64 Coterra Energy shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Coterra Energy in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Coterra Energy position peaked at $1K in Q1 2021.
  • 452 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.