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

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

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

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