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Cedar Wealth Management’s TotalEnergies TTE Stock Holding History

Cedar 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
2024
Q2 		– Sell
-69
Closed -$4.75K – 351
2024
Q1 		$4.75K Buy
+69
New +$4.53K ﹤0.01% 285
2018
Q4 		– Sell
-120
Closed -$8K – 181
2018
Q3 		$8K Hold
120
– – ﹤0.01% 133
2018
Q2 		$7K Buy
+120
New +$7.35K ﹤0.01% 143

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cedar Wealth Management's TTE Position: Q2 2024 in Review

Cedar Wealth Management sold out of TotalEnergies (TTE) in Q2 2024, closing a stake of 69 shares — an estimated $4.75K sold.

Cedar Wealth Management first reported a position in TTE in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

  • Cedar Wealth Management reported no remaining TotalEnergies position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 69 TotalEnergies shares in Q2 2024, an estimated $4.75K.
  • Cedar Wealth Management first reported a position in TotalEnergies in Q2 2018 and held it in 3 quarters.
  • Cedar Wealth Management's TotalEnergies position peaked at $8K in Q3 2018.
  • 789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

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