Schechter Investment Advisors’s Coterra Energy CTRA Stock Holding History

Schechter Investment 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 Q4	–	Sell	-9,147	Closed	-$219K	–	671
2024 Q3	$219K	Buy	9,147 +766	+9%	+$18.9K	0.02%	569
2024 Q2	$224K	Sell	8,381 -609	-7%	-$16.9K	0.02%	538
2024 Q1	$251K	Buy	8,990 +66	+0.7%	+$1.69K	0.02%	533
2023 Q4	$228K	Sell	8,924 -116	-1%	-$3.11K	0.02%	530
2023 Q3	$245K	Sell	9,040 -9	-0.1%	-$245	0.02%	501
2023 Q2	$229K	Sell	9,049 -316	-3%	-$7.86K	0.02%	555
2023 Q1	$230K	Buy	9,365 +1,007	+12%	+$24.8K	0.02%	581
2022 Q4	$205K	Buy	+8,358	New	+$231K	0.02%	753

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

Schechter Investment Advisors's CTRA Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Coterra Energy (CTRA) in Q4 2024, closing a stake of 9,147 shares — an estimated $219K sold.

Schechter Investment Advisors first reported a position in CTRA in Q4 2022 and held it in 8 quarters. The position peaked at $251K in Q1 2024. 902 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

Schechter Investment Advisors reported no remaining Coterra Energy position as of Q4 2024 after selling out during the quarter.
Schechter Investment Advisors sold 9,147 Coterra Energy shares in Q4 2024, an estimated $219K.
Schechter Investment Advisors first reported a position in Coterra Energy in Q4 2022 and held it in 8 quarters.
Schechter Investment Advisors's Coterra Energy position peaked at $251K in Q1 2024.
902 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.