Altium Wealth Management’s TotalEnergies TTE Stock Holding History

Altium 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
2022 Q2	$1.48M	Buy	28,081 +2,308	+9%	+$123K	0.11%	118
2022 Q1	$1.3M	Buy	25,773 +1,667	+7%	+$90.2K	0.08%	133
2021 Q4	$1.19M	Buy	24,106 +1,256	+5%	+$62.5K	0.08%	132
2021 Q3	$1.09M	Buy	22,850 +4,122	+22%	+$183K	0.08%	125
2021 Q2	$848K	Buy	18,728 +1,279	+7%	+$59.8K	0.06%	148
2021 Q1	$812K	Buy	17,449 +1,462	+9%	+$66.7K	0.07%	138
2020 Q4	$670K	Sell	15,987 -841	-5%	-$32.5K	0.06%	144
2020 Q3	$577K	Buy	16,828 +703	+4%	+$26.8K	0.06%	140
2020 Q2	$620K	Buy	16,125 +2,107	+15%	+$78K	0.07%	129
2020 Q1	$522K	Buy	+14,018	New	+$630K	0.07%	131

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Altium Wealth Management's TTE Position: Q2 2022 in Review

Altium Wealth Management increased its TotalEnergies (TTE) stake by 9% in Q2 2022, buying an estimated $123K and bringing the position to 28,081 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #118.

Altium Wealth Management first reported a position in TTE in Q1 2020 and has held it in 10 quarters since. 643 funds tracked by Wall St. Rank hold TTE as of Q2 2022.

Altium Wealth Management held 28,081 shares of TotalEnergies worth $1.48M as of Q2 2022.
Altium Wealth Management bought 2,308 TotalEnergies shares in Q2 2022, an estimated $123K.
TotalEnergies made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #118 holding.
Altium Wealth Management first reported a position in TotalEnergies in Q1 2020 and has held it in 10 quarters since.
643 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.