WIA
CTRA

Wetzel Investment Advisors’s Coterra Energy CTRA Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-1,602
Closed -$44.7K – 281
2024
Q2 		$44.7K Hold
1,602
– – 0.03% 255
2024
Q1 		$43.6K Buy
1,602
+302
+23% +$7.75K 0.03% 270
2023
Q4 		$33K Buy
+1,300
New +$34.8K 0.02% 303

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Wetzel Investment Advisors's CTRA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Coterra Energy (CTRA) in Q3 2024, closing a stake of 1,602 shares — an estimated $44.7K sold.

Wetzel Investment Advisors first reported a position in CTRA in Q4 2023 and held it in 3 quarters. The position peaked at $44.7K in Q2 2024. 833 funds tracked by Wall St. Rank hold CTRA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Coterra Energy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,602 Coterra Energy shares in Q3 2024, an estimated $44.7K.
  • Wetzel Investment Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Coterra Energy position peaked at $44.7K in Q2 2024.
  • 833 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.