SOA Wealth Advisors’s Coterra Energy CTRA Stock Holding History

SOA Wealth 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
2021 Q2	–	Sell	-1	Closed	–	–	877
2021 Q1	$0	Sell	1 -12	-92%	-$221	﹤0.01%	825
2020 Q4	$0	Buy	+13	New	+$228	﹤0.01%	805

Other funds holding CTRA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SOA Wealth Advisors's CTRA Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2021, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in CTRA in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 452 funds tracked by Wall St. Rank hold CTRA as of Q2 2021.

SOA Wealth Advisors reported no remaining Coterra Energy position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1 Coterra Energy share in Q2 2021.
SOA Wealth Advisors first reported a position in Coterra Energy in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's Coterra Energy position peaked at $0 in Q1 2021.
452 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.