Baldwin Wealth Partners’s TotalEnergies TTE Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-523	Closed	-$34.3K	–	952
2024 Q3	$34.3K	Buy	+523	New	+$35.5K	﹤0.01%	613
2023 Q4	–	Sell	-58	Closed	-$3.81K	–	781
2023 Q3	$3.81K	Hold	58	–	–	﹤0.01%	646
2023 Q2	$3.34K	Sell	58 -111	-66%	-$6.72K	﹤0.01%	674
2023 Q1	$9.98K	Hold	169	–	–	﹤0.01%	615
2022 Q4	$10.5K	Buy	+169	New	+$9.65K	﹤0.01%	605
2017 Q2	–	Sell	-98	Closed	-$5K	–	503
2017 Q1	$5K	Buy	+98	New	+$4.95K	﹤0.01%	452
2016 Q2	–	Sell	-408	Closed	-$19K	–	491
2016 Q1	$19K	Buy	+408	New	+$18K	﹤0.01%	369

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

Baldwin Wealth Partners's TTE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 523 shares — an estimated $34.3K sold.

Baldwin Wealth Partners first reported a position in TTE in Q1 2016 and held it in 7 quarters. The position peaked at $34.3K in Q3 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

Baldwin Wealth Partners reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 523 TotalEnergies shares in Q4 2024, an estimated $34.3K.
Baldwin Wealth Partners first reported a position in TotalEnergies in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's TotalEnergies position peaked at $34.3K in Q3 2024.
797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.