RWM
CTRA

Ruedi Wealth Management’s Coterra Energy CTRA Stock Holding History

Ruedi Wealth Management’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
2025
Q2 		– Sell
-106
Closed -$3.06K – 115
2025
Q1 		$3.06K Hold
106
– – ﹤0.01% 246
2024
Q4 		$2.71K Hold
106
– – ﹤0.01% 251
2024
Q3 		$2.54K Sell
106
-106
-50% -$2.62K ﹤0.01% 260
2024
Q2 		$5.65K Buy
+212
New +$5.88K ﹤0.01% 240

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ruedi Wealth Management's CTRA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 106 shares — an estimated $3.06K sold.

Ruedi Wealth Management first reported a position in CTRA in Q2 2024 and held it in 4 quarters. The position peaked at $5.65K in Q2 2024. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 106 Coterra Energy shares in Q2 2025, an estimated $3.06K.
  • Ruedi Wealth Management first reported a position in Coterra Energy in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Coterra Energy position peaked at $5.65K in Q2 2024.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.