TWM
CTRA

TriaGen Wealth Management’s Coterra Energy CTRA Stock Holding History

TriaGen Wealth 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
2022
Q2 		– Sell
-13,192
Closed -$356K – 164
2022
Q1 		$356K Sell
13,192
-861
-6% -$20.1K 0.18% 127
2021
Q4 		$267K Buy
+14,053
New +$293K 0.13% 153

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TriaGen Wealth Management's CTRA Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Coterra Energy (CTRA) in Q2 2022, closing a stake of 13,192 shares — an estimated $356K sold.

TriaGen Wealth Management first reported a position in CTRA in Q4 2021 and held it in 2 quarters. The position peaked at $356K in Q1 2022. 779 funds tracked by Wall St. Rank hold CTRA as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Coterra Energy position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 13,192 Coterra Energy shares in Q2 2022, an estimated $356K.
  • TriaGen Wealth Management first reported a position in Coterra Energy in Q4 2021 and held it in 2 quarters.
  • TriaGen Wealth Management's Coterra Energy position peaked at $356K in Q1 2022.
  • 779 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.