SFS
CTRA

Sowell Financial Services’s Coterra Energy CTRA Stock Holding History

Sowell Financial Services’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
2023
Q3 		– Sell
-27,021
Closed -$684K – 518
2023
Q2 		$684K Buy
+27,021
New +$672K 0.04% 414
2023
Q1 		– Sell
-38,324
Closed -$942K – 768
2022
Q4 		$942K Buy
38,324
+27,040
+240% +$746K 0.06% 325
2022
Q3 		$295K Buy
+11,284
New +$323K 0.03% 373
2021
Q2 		– Sell
-77
Closed -$1K – 989
2021
Q1 		$1K Sell
77
-634
-89% -$11.7K ﹤0.01% 2917
2020
Q4 		$12K Buy
711
+48
+7% +$843 ﹤0.01% 1937
2020
Q3 		$12K Hold
663
– – ﹤0.01% 1743
2020
Q2 		$11K Buy
663
+660
+22,000% +$12.8K ﹤0.01% 1651
2020
Q1 		$0 Sell
3
-95
-97% -$1.5K ﹤0.01% 2462
2019
Q4 		$2K Hold
98
– – ﹤0.01% 2170
2019
Q3 		$2K Buy
+98
New +$1.88K ﹤0.01% 2050

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return