WAS
CTRA

Wealth Advisory Solutions’s Coterra Energy CTRA Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-13,482
Closed -$342K – 139
2025
Q2 		$342K Buy
+13,482
New +$342K 0.09% 109

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisory Solutions's CTRA Position: Q3 2025 in Review

Wealth Advisory Solutions sold out of Coterra Energy (CTRA) in Q3 2025, closing a stake of 13,482 shares — an estimated $342K sold.

Wealth Advisory Solutions first reported a position in CTRA in Q2 2025 and held it in 1 quarter. The position peaked at $342K in Q2 2025. 874 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • Wealth Advisory Solutions reported no remaining Coterra Energy position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 13,482 Coterra Energy shares in Q3 2025, an estimated $342K.
  • Wealth Advisory Solutions first reported a position in Coterra Energy in Q2 2025 and held it in 1 quarter.
  • Wealth Advisory Solutions's Coterra Energy position peaked at $342K in Q2 2025.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on Wealth Advisory Solutions's 13F filing for Q3 2025, filed 27 Oct 2025.