Beese Fulmer Investment Management’s TotalEnergies TTE Stock Holding History

Beese Fulmer Investment 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
2022 Q3	–	Sell	-3,905	Closed	-$206K	–	225
2022 Q2	$206K	Buy	+3,905	New	+$208K	0.03%	212
2020 Q3	–	Sell	-4,525	Closed	-$174K	–	515
2020 Q2	$174K	Buy	+4,525	New	+$168K	0.03%	195
2020 Q1	–	Sell	-5,425	Closed	-$300K	–	199
2019 Q4	$300K	Sell	5,425 -640	-11%	-$33.8K	0.04%	162
2019 Q3	$315K	Buy	+6,065	New	+$315K	0.05%	158

Other funds holding TTE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beese Fulmer Investment Management's TTE Position: Q3 2022 in Review

Beese Fulmer Investment Management sold out of TotalEnergies (TTE) in Q3 2022, closing a stake of 3,905 shares — an estimated $206K sold.

Beese Fulmer Investment Management first reported a position in TTE in Q3 2019 and held it in 4 quarters. The position peaked at $315K in Q3 2019. 609 funds tracked by Wall St. Rank hold TTE as of Q3 2022.

Beese Fulmer Investment Management reported no remaining TotalEnergies position as of Q3 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,905 TotalEnergies shares in Q3 2022, an estimated $206K.
Beese Fulmer Investment Management first reported a position in TotalEnergies in Q3 2019 and held it in 4 quarters.
Beese Fulmer Investment Management's TotalEnergies position peaked at $315K in Q3 2019.
609 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2022, filed 6 Oct 2022.