Altshuler Shaham’s TotalEnergies TTE Stock Holding History

Altshuler Shaham’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
2025 Q1	–	Sell	-1,000	Closed	-$54.5K	–	407
2024 Q4	$54.5K	Hold	1,000	–	–	﹤0.01%	147
2024 Q3	$64.6K	Hold	1,000	–	–	﹤0.01%	99
2024 Q2	$66.7K	Hold	1,000	–	–	﹤0.01%	98
2024 Q1	$68.8K	Hold	1,000	–	–	﹤0.01%	91
2023 Q4	$67.4K	Hold	1,000	–	–	﹤0.01%	99
2023 Q3	$65.8K	Hold	1,000	–	–	﹤0.01%	123
2023 Q2	$57.6K	Hold	1,000	–	–	﹤0.01%	166
2023 Q1	$59K	Hold	1,000	–	–	﹤0.01%	176
2022 Q4	$62.1K	Hold	1,000	–	–	﹤0.01%	180
2022 Q3	$47K	Buy	+1,000	New	+$50.2K	﹤0.01%	240
2020 Q2	–	Sell	-6	Closed	–	–	565
2020 Q1	$0	Hold	6	–	–	﹤0.01%	610
2019 Q4	$0	Buy	6 +1	+20%	+$53	﹤0.01%	617
2019 Q3	$0	Buy	+5	New	+$259	﹤0.01%	555

Other funds holding TTE

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Altshuler Shaham's TTE Position: Q1 2025 in Review

Altshuler Shaham sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 1,000 shares — an estimated $54.5K sold.

Altshuler Shaham first reported a position in TTE in Q3 2019 and held it in 13 quarters. The position peaked at $68.8K in Q1 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

Altshuler Shaham reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
Altshuler Shaham sold 1,000 TotalEnergies shares in Q1 2025, an estimated $54.5K.
Altshuler Shaham first reported a position in TotalEnergies in Q3 2019 and held it in 13 quarters.
Altshuler Shaham's TotalEnergies position peaked at $68.8K in Q1 2024.
825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.