Wealthcare Advisory Partners’s Coterra Energy CTRA Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-17,405	Closed	-$444K	–	807
2023 Q4	$444K	Buy	+17,405	New	+$466K	0.02%	506
2021 Q2	–	Sell	-189	Closed	-$4K	–	822
2021 Q1	$4K	Buy	+189	New	+$3.48K	﹤0.01%	1694
2020 Q2	–	Sell	-2	Closed	–	–	519
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1496
2019 Q4	$0	Hold	2	–	–	﹤0.01%	1395
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1356
2019 Q2	$0	Hold	2	–	–	﹤0.01%	1318
2019 Q1	$0	Hold	2	–	–	﹤0.01%	1221
2018 Q4	$0	Hold	2	–	–	﹤0.01%	1207
2018 Q3	$0	Hold	2	–	–	﹤0.01%	1240
2018 Q2	$0	Hold	2	–	–	﹤0.01%	1241
2018 Q1	$0	Hold	2	–	–	﹤0.01%	1109
2017 Q4	$0	Hold	2	–	–	﹤0.01%	1095
2017 Q3	$0	Hold	2	–	–	﹤0.01%	890
2017 Q2	$0	Hold	2	–	–	﹤0.01%	111
2017 Q1	$0	Hold	2	–	–	﹤0.01%	111
2016 Q4	$0	Hold	2	–	–	﹤0.01%	107
2016 Q3	$0	Hold	2	–	–	﹤0.01%	87
2016 Q2	$0	Buy	+2	New	+$48	﹤0.01%	112

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wealthcare Advisory Partners's CTRA Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of Coterra Energy (CTRA) in Q1 2024, closing a stake of 17,405 shares — an estimated $444K sold.

Wealthcare Advisory Partners first reported a position in CTRA in Q2 2016 and held it in 18 quarters. The position peaked at $444K in Q4 2023. 873 funds tracked by Wall St. Rank hold CTRA as of Q1 2024.

Wealthcare Advisory Partners reported no remaining Coterra Energy position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 17,405 Coterra Energy shares in Q1 2024, an estimated $444K.
Wealthcare Advisory Partners first reported a position in Coterra Energy in Q2 2016 and held it in 18 quarters.
Wealthcare Advisory Partners's Coterra Energy position peaked at $444K in Q4 2023.
873 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.