SWP
CTRA

ShoreHaven Wealth Partners’s Coterra Energy CTRA Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-110
Closed -$2K – 106
2021
Q1 		$2K Hold
110
– – ﹤0.01% 253
2020
Q4 		$2K Buy
+110
New +$1.93K ﹤0.01% 220

Other funds holding CTRA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ShoreHaven Wealth Partners's CTRA Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Coterra Energy (CTRA) in Q2 2021, closing a stake of 110 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in CTRA in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 453 funds tracked by Wall St. Rank hold CTRA as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Coterra Energy position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 110 Coterra Energy shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in Coterra Energy in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Coterra Energy position peaked at $2K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.