WWP
CTRA

WR Wealth Planners’s Coterra Energy CTRA Stock Holding History

WR Wealth Planners’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
Q4 		$12.5K Sell
490
-130
-21% -$3.23K ﹤0.01% 561
2024
Q3 		$14.8K Sell
620
-416
-40% -$10.3K ﹤0.01% 565
2024
Q2 		$27.6K Buy
1,036
+66
+7% +$1.83K 0.01% 403
2024
Q1 		$27K Buy
+970
New +$24.9K 0.01% 407
2023
Q4 		– Sell
-400
Closed -$10.8K – 323
2023
Q3 		$10.8K Hold
400
– – ﹤0.01% 542
2023
Q2 		$10.1K Sell
400
-4,865
-92% -$121K ﹤0.01% 572
2023
Q1 		$129K Buy
+5,265
New +$129K 0.06% 212

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

WR Wealth Planners's CTRA Position: Q4 2024 in Review

WR Wealth Planners reduced its Coterra Energy (CTRA) stake by 21% in Q4 2024, selling an estimated $3.23K and leaving 490 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

WR Wealth Planners first reported a position in CTRA in Q1 2023 and has held it in 7 quarters since. The position peaked at $129K in Q1 2023. 902 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • WR Wealth Planners held 490 shares of Coterra Energy worth $12.5K as of Q4 2024.
  • WR Wealth Planners sold 130 Coterra Energy shares in Q4 2024, an estimated $3.23K.
  • Coterra Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #561 holding.
  • WR Wealth Planners first reported a position in Coterra Energy in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Coterra Energy position peaked at $129K in Q1 2023.
  • 902 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.