Anchor Pointe Wealth Management’s TotalEnergies TTE Stock Holding History

Anchor Pointe 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
2024 Q4	$200K	Buy	+3,680	New	+$224K	0.26%	86

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Anchor Pointe Wealth Management's TTE Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in TotalEnergies (TTE) in Q4 2024: 3,680 shares worth $200K. The stake represents 0.26% of the portfolio and ranks #86 among its holdings.

797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

Anchor Pointe Wealth Management held 3,680 shares of TotalEnergies worth $200K as of Q4 2024.
TotalEnergies was a new Anchor Pointe Wealth Management position in Q4 2024.
TotalEnergies made up 0.26% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #86 holding.
797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.