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Buckingham Strategic Wealth’s TotalEnergies TTE Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$547K Sell
8,210
-215
-3% -$15.3K 0.01% 448
2024
Q1 		$580K Buy
8,425
+1,202
+17% +$78.8K 0.01% 432
2023
Q4 		$487K Buy
7,223
+236
+3% +$15.7K 0.01% 447
2023
Q3 		$459K Buy
6,987
+238
+4% +$14.7K 0.01% 429
2023
Q2 		$389K Buy
6,749
+58
+0.9% +$3.51K 0.01% 481
2023
Q1 		$415K Hold
6,691
– – 0.01% 422
2022
Q4 		$415K Sell
6,691
-163
-2% -$9.3K 0.01% 424
2022
Q3 		$319K Buy
6,854
+144
+2% +$7.23K 0.01% 456
2022
Q2 		$353K Buy
+6,710
New +$358K 0.01% 438
2021
Q3 		– Sell
-5,252
Closed -$238K – 617
2021
Q2 		$238K Buy
5,252
+259
+5% +$12.1K 0.01% 519
2021
Q1 		$232K Buy
+4,993
New +$228K 0.01% 485
2020
Q3 		– Sell
-5,787
Closed -$223K – 497
2020
Q2 		$223K Sell
5,787
-261
-4% -$9.67K 0.02% 363
2020
Q1 		$225K Sell
6,048
-3,522
-37% -$158K 0.02% 406
2019
Q4 		$529K Buy
9,570
+569
+6% +$30.1K 0.05% 235
2019
Q3 		$468K Sell
9,001
-357
-4% -$18.5K 0.05% 239
2019
Q2 		$522K Sell
9,358
-310
-3% -$16.9K 0.06% 240
2019
Q1 		$538K Sell
9,668
-19
-0.2% -$1.06K 0.07% 212
2018
Q4 		$505K Sell
9,687
-566
-6% -$32.4K 0.08% 183
2018
Q3 		$660K Sell
10,253
-2,245
-18% -$141K 0.1% 150
2018
Q2 		$757K Sell
12,498
-1,687
-12% -$103K 0.12% 142
2018
Q1 		$818K Sell
14,185
-2,283
-14% -$131K 0.16% 126
2017
Q4 		$910K Sell
16,468
-362
-2% -$20K 0.19% 114
2017
Q3 		$901K Sell
16,830
-1,272
-7% -$65.4K 0.21% 106
2017
Q2 		$898K Buy
+18,102
New +$931K 0.21% 104
2013
Q4 		– Sell
-3,677
Closed -$213K – 165
2013
Q3 		$213K Buy
+3,677
New +$199K 0.11% 121

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Buckingham Strategic Wealth's TTE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its TotalEnergies (TTE) stake by 2.6% in Q2 2024, selling an estimated $15.3K and leaving 8,210 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #448.

Buckingham Strategic Wealth first reported a position in TTE in Q3 2013 and has held it in 25 quarters since. The position peaked at $910K in Q4 2017. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

  • Buckingham Strategic Wealth held 8,210 shares of TotalEnergies worth $547K as of Q2 2024.
  • Buckingham Strategic Wealth sold 215 TotalEnergies shares in Q2 2024, an estimated $15.3K.
  • TotalEnergies made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #448 holding.
  • Buckingham Strategic Wealth first reported a position in TotalEnergies in Q3 2013 and has held it in 25 quarters since.
  • Buckingham Strategic Wealth's TotalEnergies position peaked at $910K in Q4 2017.
  • 789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.