BDO Wealth Advisors’s TotalEnergies TTE Stock Holding History

BDO Wealth Advisors’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 Q2	$26.3K	Buy	457 +382	+509%	+$23.1K	﹤0.01%	536
2023 Q1	$4.43K	Hold	75	–	–	﹤0.01%	809
2022 Q4	$4.66K	Hold	75	–	–	﹤0.01%	772
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	898
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	828
2022 Q1	$4K	Buy	75 +25	+50%	+$1.35K	﹤0.01%	868
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	960
2021 Q3	$2K	Sell	50 -144	-74%	-$6.38K	﹤0.01%	961
2021 Q2	$9K	Hold	194	–	–	﹤0.01%	778
2021 Q1	$9K	Buy	194 +144	+288%	+$6.57K	﹤0.01%	760
2020 Q4	$2K	Buy	+50	New	+$1.93K	﹤0.01%	797
2018 Q4	–	Sell	-200	Closed	-$13K	–	626
2018 Q3	$13K	Hold	200	–	–	﹤0.01%	435
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	444
2018 Q1	$12K	Buy	+200	New	+$11.5K	﹤0.01%	383
2017 Q3	–	Sell	-200	Closed	-$10K	–	539
2017 Q2	$10K	Buy	+200	New	+$10.3K	﹤0.01%	382

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BDO Wealth Advisors's TTE Position: Q2 2023 in Review

BDO Wealth Advisors increased its TotalEnergies (TTE) stake by 509% in Q2 2023, buying an estimated $23.1K and bringing the position to 457 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

BDO Wealth Advisors first reported a position in TTE in Q2 2017 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold TTE as of Q2 2023.

BDO Wealth Advisors held 457 shares of TotalEnergies worth $26.3K as of Q2 2023.
BDO Wealth Advisors bought 382 TotalEnergies shares in Q2 2023, an estimated $23.1K.
TotalEnergies made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #536 holding.
BDO Wealth Advisors first reported a position in TotalEnergies in Q2 2017 and has held it in 15 quarters since.
674 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.