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Arete Wealth Advisors’s TotalEnergies TTE Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-3,570
Closed -$238K – 826
2024
Q2 		$238K Buy
+3,570
New +$254K 0.02% 607
2024
Q1 		– Sell
-4,278
Closed -$288K – 706
2023
Q4 		$288K Buy
4,278
+597
+16% +$39.8K 0.02% 559
2023
Q3 		$242K Sell
3,681
-231
-6% -$14.3K 0.04% 396
2023
Q2 		$226K Buy
3,912
+97
+3% +$5.87K 0.02% 570
2023
Q1 		$225K Buy
3,815
+173
+5% +$10.6K 0.02% 548
2022
Q4 		$226K Buy
+3,642
New +$208K 0.02% 532
2019
Q3 		– Sell
-7,066
Closed -$394K – 437
2019
Q2 		$394K Sell
7,066
-735
-9% -$40.1K 0.08% 259
2019
Q1 		$434K Sell
7,801
-3,751
-32% -$209K 0.09% 229
2018
Q4 		$603K Buy
11,552
+149
+1% +$8.54K 0.15% 170
2018
Q3 		$734K Buy
11,403
+2,028
+22% +$127K 0.16% 149
2018
Q2 		$568K Sell
9,375
-229
-2% -$14K 0.14% 178
2018
Q1 		$554K Buy
9,604
+317
+3% +$18.2K 0.18% 148
2017
Q4 		$513K Buy
9,287
+119
+1% +$6.57K 0.17% 163
2017
Q3 		$491K Buy
9,168
+119
+1% +$6.12K 0.2% 149
2017
Q2 		$449K Buy
+9,049
New +$466K 0.21% 137

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arete Wealth Advisors's TTE Position: Q3 2024 in Review

Arete Wealth Advisors sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 3,570 shares — an estimated $238K sold.

Arete Wealth Advisors first reported a position in TTE in Q2 2017 and held it in 15 quarters. The position peaked at $734K in Q3 2018. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

  • Arete Wealth Advisors reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,570 TotalEnergies shares in Q3 2024, an estimated $238K.
  • Arete Wealth Advisors first reported a position in TotalEnergies in Q2 2017 and held it in 15 quarters.
  • Arete Wealth Advisors's TotalEnergies position peaked at $734K in Q3 2018.
  • 790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.