SFA
CTRA

Sequoia Financial Advisors’s Coterra Energy CTRA Stock Holding History

Sequoia Financial 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
2026
Q2 		– Sell
-44,487
Closed -$1.56M – 2190
2026
Q1 		$1.56M Buy
44,487
+16,649
+60% +$500K 0.01% 698
2025
Q4 		$733K Buy
27,838
+6,168
+28% +$155K ﹤0.01% 1062
2025
Q3 		$512K Sell
21,670
-5,755
-21% -$139K ﹤0.01% 1122
2025
Q2 		$696K Sell
27,425
-2,031
-7% -$51.5K ﹤0.01% 849
2025
Q1 		$851K Sell
29,456
-3,057
-9% -$85.3K 0.01% 673
2024
Q4 		$830K Buy
32,513
+3,599
+12% +$89.5K 0.01% 642
2024
Q3 		$693K Sell
28,914
-1,205
-4% -$29.7K 0.01% 648
2024
Q2 		$803K Sell
30,119
-1,712
-5% -$47.5K 0.01% 544
2024
Q1 		$887K Sell
31,831
-632,724
-95% -$16.2M 0.01% 502
2023
Q4 		$17M Buy
664,555
+73,109
+12% +$1.96M 0.21% 101
2023
Q3 		$16M Sell
591,446
-100,951
-15% -$2.75M 0.28% 70
2023
Q2 		$17.5M Buy
692,397
+58,308
+9% +$1.45M 0.3% 64
2023
Q1 		$15.6M Buy
634,089
+425,741
+204% +$10.5M 0.35% 52
2022
Q4 		$5.12M Buy
+208,348
New +$5.75M 0.13% 135
2022
Q3 		– Sell
-10,798
Closed -$278K – 547
2022
Q2 		$278K Sell
10,798
-830
-7% -$25.2K 0.01% 462
2022
Q1 		$314K Sell
11,628
-1,530
-12% -$35.8K 0.01% 487
2021
Q4 		$250K Buy
+13,158
New +$274K 0.01% 486

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Sequoia Financial Advisors's CTRA Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 44,487 shares — an estimated $1.56M sold.

Sequoia Financial Advisors first reported a position in CTRA in Q4 2021 and held it in 17 quarters. The position peaked at $17.5M in Q2 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 44,487 Coterra Energy shares in Q2 2026, an estimated $1.56M.
  • Sequoia Financial Advisors first reported a position in Coterra Energy in Q4 2021 and held it in 17 quarters.
  • Sequoia Financial Advisors's Coterra Energy position peaked at $17.5M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.