TWPM
CTRA

Total Wealth Planning & Management’s Coterra Energy CTRA Stock Holding History

Total Wealth Planning & 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
2025
Q1 		– Sell
-11,300
Closed -$289K – 204
2024
Q4 		$289K Buy
+11,300
New +$281K 0.26% 141

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 $5.72T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Total Wealth Planning & Management's CTRA Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 13,500 shares — an estimated $345K sold.

Total Wealth Planning & Management first reported a position in CTRA in Q4 2024 and held it in 1 quarter. The position peaked at $345K in Q4 2024. 920 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 13,500 Coterra Energy shares in Q1 2025, an estimated $345K.
  • Total Wealth Planning & Management first reported a position in Coterra Energy in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Coterra Energy position peaked at $345K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.