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CarsonAllaria Wealth Management’s TotalEnergies TTE Stock Holding History

CarsonAllaria 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
Q1 		– Sell
-150
Closed -$7K – 364
2021
Q4 		$7K Buy
+150
New +$7.46K 0.01% 242

Other funds holding TTE

Fisher Asset Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's TTE Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of TotalEnergies (TTE) in Q1 2022, closing a stake of 150 shares — an estimated $7K sold.

CarsonAllaria Wealth Management first reported a position in TTE in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 618 funds tracked by Wall St. Rank hold TTE as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining TotalEnergies position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 150 TotalEnergies shares in Q1 2022, an estimated $7K.
  • CarsonAllaria Wealth Management first reported a position in TotalEnergies in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's TotalEnergies position peaked at $7K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.