Opal Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Opal Wealth 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 Q3	–	Sell	-37	Closed	-$987	–	411
2024 Q2	$987	Buy	+37	New	+$1.03K	﹤0.01%	1069

Other funds holding CTRA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Opal Wealth Advisors's CTRA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Coterra Energy (CTRA) in Q3 2024, closing a stake of 37 shares — an estimated $987 sold.

Opal Wealth Advisors first reported a position in CTRA in Q2 2024 and held it in 1 quarter. The position peaked at $987 in Q2 2024. 833 funds tracked by Wall St. Rank hold CTRA as of Q3 2024.

Opal Wealth Advisors reported no remaining Coterra Energy position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 37 Coterra Energy shares in Q3 2024, an estimated $987.
Opal Wealth Advisors first reported a position in Coterra Energy in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Coterra Energy position peaked at $987 in Q2 2024.
833 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.