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Argent Wealth Management’s TotalEnergies TTE Stock Holding History

Argent 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
2020
Q2 		– Sell
-20,021
Closed -$745K – 182
2020
Q1 		$745K Buy
20,021
+1,423
+8% +$64K 0.15% 80
2019
Q4 		$1.03M Buy
+18,598
New +$983K 0.17% 80

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Argent Wealth Management's TTE Position: Q2 2020 in Review

Argent Wealth Management sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 20,021 shares — an estimated $745K sold.

Argent Wealth Management first reported a position in TTE in Q4 2019 and held it in 2 quarters. The position peaked at $1.03M in Q4 2019. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

  • Argent Wealth Management reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
  • Argent Wealth Management sold 20,021 TotalEnergies shares in Q2 2020, an estimated $745K.
  • Argent Wealth Management first reported a position in TotalEnergies in Q4 2019 and held it in 2 quarters.
  • Argent Wealth Management's TotalEnergies position peaked at $1.03M in Q4 2019.
  • 523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.