Smallwood Wealth Investment Management’s Coterra Energy CTRA Stock Holding History

Smallwood Wealth Investment 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
2026 Q2	–	Sell	-100	Closed	-$3.51K	–	533
2026 Q1	$3.51K	Hold	100	–	–	﹤0.01%	386
2025 Q4	$2.63K	Hold	100	–	–	﹤0.01%	385
2025 Q3	$2.37K	Hold	100	–	–	﹤0.01%	385
2025 Q2	$2.54K	Hold	100	–	–	﹤0.01%	387
2025 Q1	$2.89K	Buy	+100	New	+$2.79K	﹤0.01%	365

Other funds holding CTRA

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

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

Smallwood Wealth Investment Management's CTRA Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 100 shares — an estimated $3.51K sold.

Smallwood Wealth Investment Management first reported a position in CTRA in Q1 2025 and held it in 5 quarters. The position peaked at $3.51K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Smallwood Wealth Investment Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Smallwood Wealth Investment Management sold 100 Coterra Energy shares in Q2 2026, an estimated $3.51K.
Smallwood Wealth Investment Management first reported a position in Coterra Energy in Q1 2025 and held it in 5 quarters.
Smallwood Wealth Investment Management's Coterra Energy position peaked at $3.51K in Q1 2026.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.