Atria Wealth Solutions’s TotalEnergies TTE Stock Holding History

Atria Wealth Solutions’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 Q2	$299K	Sell	4,840 -106	-2%	-$6.29K	0.01%	1150
2025 Q1	$322K	Sell	4,946 -7,612	-61%	-$459K	﹤0.01%	1432
2024 Q4	$686K	Sell	12,558 -8,079	-39%	-$491K	0.01%	1088
2024 Q3	$1.34M	Sell	20,637 -1,086	-5%	-$73.8K	0.01%	810
2024 Q2	$1.45M	Sell	21,723 -1,307	-6%	-$92.9K	0.02%	744
2024 Q1	$1.6M	Sell	23,030 -3,456	-13%	-$227K	0.02%	706
2023 Q4	$1.79M	Buy	26,486 +3,427	+15%	+$228K	0.02%	642
2023 Q3	$1.52M	Buy	23,059 +709	+3%	+$43.8K	0.02%	654
2023 Q2	$1.29M	Sell	22,350 -75	-0.3%	-$4.54K	0.02%	736
2023 Q1	$1.34M	Buy	22,425 +1,068	+5%	+$65.7K	0.02%	696
2022 Q4	$1.33M	Buy	21,357 +3,905	+22%	+$223K	0.02%	645
2022 Q3	$812K	Sell	17,452 -8,810	-34%	-$443K	0.01%	794
2022 Q2	$1.4M	Buy	26,262 +19,389	+282%	+$1.03M	0.03%	565
2022 Q1	$352K	Buy	+6,873	New	+$372K	0.01%	1245

Other funds holding TTE

Fisher Asset Management

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

Aristotle Capital Management

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

Fidelity Investments

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

Bank of America

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

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

T. Rowe Price Associates

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return