BSW Wealth Partners’s T1 Energy TE Stock Holding History

BSW Wealth Partners’s Portfolio TE Stock Details TE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,107	Closed	-$33.9K	–	323
2023 Q4	$33.9K	Buy	+18,107	New	+$48.8K	0.01%	273

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BSW Wealth Partners's TE Position: Q1 2024 in Review

BSW Wealth Partners sold out of T1 Energy (TE) in Q1 2024, closing a stake of 18,107 shares — an estimated $33.9K sold.

BSW Wealth Partners first reported a position in TE in Q4 2023 and held it in 1 quarter. The position peaked at $33.9K in Q4 2023. 110 funds tracked by Wall St. Rank hold TE as of Q1 2024.

BSW Wealth Partners reported no remaining T1 Energy position as of Q1 2024 after selling out during the quarter.
BSW Wealth Partners sold 18,107 T1 Energy shares in Q1 2024, an estimated $33.9K.
BSW Wealth Partners first reported a position in T1 Energy in Q4 2023 and held it in 1 quarter.
BSW Wealth Partners's T1 Energy position peaked at $33.9K in Q4 2023.
110 funds tracked by Wall St. Rank held T1 Energy as of Q1 2024.

Based on BSW Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.