Accel Wealth Management’s TotalEnergies TTE Stock Holding History

Accel Wealth Management’s Portfolio TTE Stock Details TTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-224	Closed	-$13.2K	–	808
2023 Q1	$13.2K	Hold	224	–	–	0.01%	818
2022 Q4	$13.9K	Hold	224	–	–	0.01%	632
2022 Q3	$12K	Hold	224	–	–	0.01%	703
2022 Q2	$11K	Hold	224	–	–	0.01%	695
2022 Q1	$12K	Hold	224	–	–	0.01%	684
2021 Q4	$11K	Hold	224	–	–	0.01%	707
2021 Q3	$11K	Hold	224	–	–	0.01%	627
2021 Q2	$10K	Hold	224	–	–	0.01%	699
2021 Q1	$10K	Hold	224	–	–	0.01%	662
2020 Q4	$9K	Buy	+224	New	+$8.64K	0.01%	637

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's TTE Position: Q2 2023 in Review

Accel Wealth Management sold out of TotalEnergies (TTE) in Q2 2023, closing a stake of 224 shares — an estimated $13.2K sold.

Accel Wealth Management first reported a position in TTE in Q4 2020 and held it in 10 quarters. The position peaked at $13.9K in Q4 2022. 674 funds tracked by Wall St. Rank hold TTE as of Q2 2023.

Accel Wealth Management reported no remaining TotalEnergies position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 224 TotalEnergies shares in Q2 2023, an estimated $13.2K.
Accel Wealth Management first reported a position in TotalEnergies in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's TotalEnergies position peaked at $13.9K in Q4 2022.
674 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.