Baystate Wealth Management’s TotalEnergies TTE Stock Holding History

Baystate 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	$472	Buy	+7	New	+$467	﹤0.01%	1210
2018 Q3	–	Sell	-122	Closed	-$8K	–	704
2018 Q2	$8K	Buy	+122	New	+$7.48K	﹤0.01%	400
2017 Q1	–	Sell	-146	Closed	-$7K	–	678
2016 Q4	$7K	Buy	+146	New	+$7.03K	﹤0.01%	336

Other funds holding TTE

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in TotalEnergies (TTE) in Q4 2023: 7 shares worth $472. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in TTE as recently as Q2 2018.

Baystate Wealth Management first reported a position in TTE in Q4 2016 and has held it in 3 quarters since. The position peaked at $8K in Q2 2018. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

Baystate Wealth Management held 7 shares of TotalEnergies worth $472 as of Q4 2023.
TotalEnergies was a new Baystate Wealth Management position in Q4 2023.
TotalEnergies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1210 holding.
Baystate Wealth Management first reported a position in TotalEnergies in Q4 2016 and has held it in 3 quarters since.
Baystate Wealth Management's TotalEnergies position peaked at $8K in Q2 2018.
744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.