TCWA
CTRA

Ten Capital Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Ten Capital 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
2023
Q1 		– Sell
-28
Closed -$688 – 590
2022
Q4 		$688 Sell
28
-132
-83% -$3.64K ﹤0.01% 508
2022
Q3 		$4K Buy
+160
New +$4.58K ﹤0.01% 427

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ten Capital Wealth Advisors's CTRA Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2023, closing a stake of 28 shares — an estimated $688 sold.

Ten Capital Wealth Advisors first reported a position in CTRA in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 782 funds tracked by Wall St. Rank hold CTRA as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Coterra Energy position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 28 Coterra Energy shares in Q1 2023, an estimated $688.
  • Ten Capital Wealth Advisors first reported a position in Coterra Energy in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Coterra Energy position peaked at $4K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.