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Axxcess Wealth Management’s TotalEnergies TTE Stock Holding History

Axxcess 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
2023
Q4 		– Sell
-4,485
Closed -$295K – 929
2023
Q3 		$295K Buy
+4,485
New +$277K 0.01% 601
2023
Q2 		– Sell
-4,418
Closed -$261K – 684
2023
Q1 		$261K Sell
4,418
-248
-5% -$15.3K 0.02% 517
2022
Q4 		$290K Buy
+4,666
New +$266K 0.02% 455

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Axxcess Wealth Management's TTE Position: Q4 2023 in Review

Axxcess Wealth Management sold out of TotalEnergies (TTE) in Q4 2023, closing a stake of 4,485 shares — an estimated $295K sold.

Axxcess Wealth Management first reported a position in TTE in Q4 2022 and held it in 3 quarters. The position peaked at $295K in Q3 2023. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

  • Axxcess Wealth Management reported no remaining TotalEnergies position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,485 TotalEnergies shares in Q4 2023, an estimated $295K.
  • Axxcess Wealth Management first reported a position in TotalEnergies in Q4 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's TotalEnergies position peaked at $295K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.