PWAG
CTRA

Polaris Wealth Advisory Group’s Coterra Energy CTRA Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q1 		– Sell
-254,622
Closed -$4.42M – 134
2019
Q4 		$4.42M Buy
254,622
+94,890
+59% +$1.65M 0.3% 67
2019
Q3 		$2.74M Buy
+159,732
New +$3.06M 0.22% 76

Other funds holding CTRA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Polaris Wealth Advisory Group's CTRA Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Coterra Energy (CTRA) in Q1 2020, closing a stake of 254,622 shares — an estimated $4.42M sold.

Polaris Wealth Advisory Group first reported a position in CTRA in Q3 2019 and held it in 2 quarters. The position peaked at $4.42M in Q4 2019. 483 funds tracked by Wall St. Rank hold CTRA as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Coterra Energy position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 254,622 Coterra Energy shares in Q1 2020, an estimated $4.42M.
  • Polaris Wealth Advisory Group first reported a position in Coterra Energy in Q3 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Coterra Energy position peaked at $4.42M in Q4 2019.
  • 483 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.