WCM
CTRA

WealthTrak Capital Management’s Coterra Energy CTRA Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-40
Closed -$1.02K – 269
2025
Q2 		$1.02K Buy
40
+5
+14% +$127 ﹤0.01% 534
2025
Q1 		$1.01K Buy
35
+15
+75% +$418 ﹤0.01% 518
2024
Q4 		$511 Buy
+20
New +$497 ﹤0.01% 570

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

WealthTrak Capital Management's CTRA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Coterra Energy (CTRA) in Q3 2025, closing a stake of 40 shares — an estimated $1.02K sold.

WealthTrak Capital Management first reported a position in CTRA in Q4 2024 and held it in 3 quarters. The position peaked at $1.02K in Q2 2025. 875 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Coterra Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 40 Coterra Energy shares in Q3 2025, an estimated $1.02K.
  • WealthTrak Capital Management first reported a position in Coterra Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Coterra Energy position peaked at $1.02K in Q2 2025.
  • 875 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.