RPWA
CTRA

Regent Peak Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-820
Closed -$13K – 331
2020
Q4 		$13K Buy
+820
New +$14.4K ﹤0.01% 525

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's CTRA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2021, closing a stake of 820 shares — an estimated $13K sold.

Regent Peak Wealth Advisors first reported a position in CTRA in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 483 funds tracked by Wall St. Rank hold CTRA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Coterra Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 820 Coterra Energy shares in Q1 2021, an estimated $13K.
  • Regent Peak Wealth Advisors first reported a position in Coterra Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Coterra Energy position peaked at $13K in Q4 2020.
  • 483 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.