WTA
CTRA

Washington Trust Advisors’s Coterra Energy CTRA Stock Holding History

Washington Trust 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
2024
Q4 		– Sell
-144
Closed -$3.45K – 657
2024
Q3 		$3.45K Buy
144
+13
+10% +$321 ﹤0.01% 607
2024
Q2 		$3.49K Hold
131
– – ﹤0.01% 598
2024
Q1 		$3.65K Buy
+131
New +$3.36K ﹤0.01% 602
2023
Q2 		– Sell
-126
Closed -$3.09K – 690
2023
Q1 		$3.09K Hold
126
– – ﹤0.01% 684
2022
Q4 		$3.1K Hold
126
– – ﹤0.01% 675
2022
Q3 		$3K Hold
126
– – ﹤0.01% 789
2022
Q2 		$3K Sell
126
-120
-49% -$3.64K ﹤0.01% 817
2022
Q1 		$7K Sell
246
-71
-22% -$1.66K ﹤0.01% 761
2021
Q4 		$6K Buy
+317
New +$6.61K ﹤0.01% 814

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Washington Trust Advisors's CTRA Position: Q4 2024 in Review

Washington Trust Advisors sold out of Coterra Energy (CTRA) in Q4 2024, closing a stake of 144 shares — an estimated $3.45K sold.

Washington Trust Advisors first reported a position in CTRA in Q4 2021 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 902 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • Washington Trust Advisors reported no remaining Coterra Energy position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 144 Coterra Energy shares in Q4 2024, an estimated $3.45K.
  • Washington Trust Advisors first reported a position in Coterra Energy in Q4 2021 and held it in 9 quarters.
  • Washington Trust Advisors's Coterra Energy position peaked at $7K in Q1 2022.
  • 902 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.