BerganKDV Wealth Management’s TotalEnergies TTE Stock Holding History

BerganKDV 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
2022 Q3	–	Sell	-285	Closed	-$15K	–	1069
2022 Q2	$15K	Hold	285	–	–	﹤0.01%	526
2022 Q1	$14K	Hold	285	–	–	﹤0.01%	568
2021 Q4	$14K	Sell	285 -5	-2%	-$249	﹤0.01%	606
2021 Q3	$14K	Buy	290 +111	+62%	+$4.92K	﹤0.01%	588
2021 Q2	$8K	Hold	179	–	–	﹤0.01%	647
2021 Q1	$8K	Hold	179	–	–	﹤0.01%	614
2020 Q4	$8K	Hold	179	–	–	﹤0.01%	604
2020 Q3	$6K	Hold	179	–	–	﹤0.01%	568
2020 Q2	$7K	Sell	179 -162	-48%	-$6K	﹤0.01%	593
2020 Q1	$13K	Hold	341	–	–	﹤0.01%	467
2019 Q4	$19K	Hold	341	–	–	﹤0.01%	457
2019 Q3	$18K	Hold	341	–	–	﹤0.01%	443
2019 Q2	$19K	Hold	341	–	–	﹤0.01%	435
2019 Q1	$19K	Hold	341	–	–	﹤0.01%	442
2018 Q4	$18K	Buy	341 +162	+91%	+$9.28K	﹤0.01%	408
2018 Q3	$12K	Hold	179	–	–	﹤0.01%	467
2018 Q2	$11K	Buy	+179	New	+$11K	﹤0.01%	493

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

BerganKDV Wealth Management's TTE Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of TotalEnergies (TTE) in Q3 2022, closing a stake of 285 shares — an estimated $15K sold.

BerganKDV Wealth Management first reported a position in TTE in Q2 2018 and held it in 17 quarters. The position peaked at $19K in Q4 2019. 609 funds tracked by Wall St. Rank hold TTE as of Q3 2022.

BerganKDV Wealth Management reported no remaining TotalEnergies position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 285 TotalEnergies shares in Q3 2022, an estimated $15K.
BerganKDV Wealth Management first reported a position in TotalEnergies in Q2 2018 and held it in 17 quarters.
BerganKDV Wealth Management's TotalEnergies position peaked at $19K in Q4 2019.
609 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.