Berman Capital Advisors’s TotalEnergies TTE Stock Holding History

Berman Capital 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
2021 Q3	$28K	Buy	601 +85	+16%	+$3.77K	﹤0.01%	884
2021 Q2	$23K	Buy	516 +25	+5%	+$1.17K	﹤0.01%	862
2021 Q1	$22K	Buy	491 +184	+60%	+$8.39K	﹤0.01%	755
2020 Q4	$12K	Sell	307 -142	-32%	-$5.48K	﹤0.01%	858
2020 Q3	$15K	Sell	449 -326	-42%	-$12.4K	﹤0.01%	672
2020 Q2	$29K	Buy	775 +344	+80%	+$12.7K	0.01%	451
2020 Q1	$15K	Buy	431 +273	+173%	+$12.3K	﹤0.01%	572
2019 Q4	$8K	Hold	158	–	–	﹤0.01%	842
2019 Q3	$8K	Sell	158 -480	-75%	-$24.9K	﹤0.01%	801
2019 Q2	$35K	Buy	638 +138	+28%	+$7.53K	0.01%	376
2019 Q1	$27K	Sell	500 -149	-23%	-$8.29K	0.01%	390
2018 Q4	$32K	Buy	+649	New	+$37.2K	0.01%	307

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's TTE Position: Q3 2021 in Review

Berman Capital Advisors increased its TotalEnergies (TTE) stake by 16% in Q3 2021, buying an estimated $3.77K and bringing the position to 601 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Berman Capital Advisors first reported a position in TTE in Q4 2018 and has held it in 12 quarters since. The position peaked at $35K in Q2 2019. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

Berman Capital Advisors held 601 shares of TotalEnergies worth $28K as of Q3 2021.
Berman Capital Advisors bought 85 TotalEnergies shares in Q3 2021, an estimated $3.77K.
TotalEnergies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #884 holding.
Berman Capital Advisors first reported a position in TotalEnergies in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's TotalEnergies position peaked at $35K in Q2 2019.
557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.