WLG
CTRA

Williamson Legacy Group’s Coterra Energy CTRA Stock Holding History

Williamson Legacy Group’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
-23,667
Closed -$631K – 114
2024
Q2 		$631K Buy
+23,667
New +$656K 0.47% 66

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

Williamson Legacy Group's CTRA Position: Q3 2024 in Review

Williamson Legacy Group sold out of Coterra Energy (CTRA) in Q3 2024, closing a stake of 23,667 shares — an estimated $631K sold.

Williamson Legacy Group first reported a position in CTRA in Q2 2024 and held it in 1 quarter. The position peaked at $631K in Q2 2024. 832 funds tracked by Wall St. Rank hold CTRA as of Q3 2024.

  • Williamson Legacy Group reported no remaining Coterra Energy position as of Q3 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 23,667 Coterra Energy shares in Q3 2024, an estimated $631K.
  • Williamson Legacy Group first reported a position in Coterra Energy in Q2 2024 and held it in 1 quarter.
  • Williamson Legacy Group's Coterra Energy position peaked at $631K in Q2 2024.
  • 832 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2024.

Based on Williamson Legacy Group's 13F filing for Q3 2024, filed 12 Nov 2024.