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Acima Private Wealth’s TotalEnergies TTE Stock Holding History

Acima Private Wealth’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
2024
Q1 		– Sell
-125
Closed -$8.42K – 234
2023
Q4 		$8.42K Hold
125
– – ﹤0.01% 207
2023
Q3 		$8.22K Hold
125
– – ﹤0.01% 213
2023
Q2 		$7.21K Hold
125
– – ﹤0.01% 229
2023
Q1 		$7.38K Buy
+125
New +$7.69K ﹤0.01% 232
2019
Q3 		– Sell
-864
Closed -$48K – 277
2019
Q2 		$48K Hold
864
– – 0.04% 180
2019
Q1 		$48K Buy
864
+190
+28% +$10.6K 0.04% 173
2018
Q4 		$35K Buy
+674
New +$38.6K 0.03% 171

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acima Private Wealth's TTE Position: Q1 2024 in Review

Acima Private Wealth sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 125 shares — an estimated $8.42K sold.

Acima Private Wealth first reported a position in TTE in Q4 2018 and held it in 7 quarters. The position peaked at $48K in Q2 2019. 773 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Acima Private Wealth reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 125 TotalEnergies shares in Q1 2024, an estimated $8.42K.
  • Acima Private Wealth first reported a position in TotalEnergies in Q4 2018 and held it in 7 quarters.
  • Acima Private Wealth's TotalEnergies position peaked at $48K in Q2 2019.
  • 773 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.