Certified Advisory Corp’s TotalEnergies TTE Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-93	Closed	-$4K	–	696
2021 Q1	$4K	Buy	+93	New	+$4.24K	﹤0.01%	697
2020 Q2	$4K	Hold	92	–	–	﹤0.01%	660
2020 Q1	$3K	Hold	92	–	–	﹤0.01%	673
2019 Q4	$5K	Buy	+92	New	+$4.86K	﹤0.01%	664
2019 Q1	–	Sell	-82	Closed	-$4K	–	768
2018 Q4	$4K	Buy	+82	New	+$4.7K	﹤0.01%	652
2018 Q2	–	Sell	-400	Closed	-$23K	–	794
2018 Q1	$23K	Hold	400	–	–	0.01%	382
2017 Q4	$22K	Buy	+400	New	+$22.1K	0.02%	355

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Certified Advisory Corp's TTE Position: Q2 2021 in Review

Certified Advisory Corp sold out of TotalEnergies (TTE) in Q2 2021, closing a stake of 93 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in TTE in Q4 2017 and held it in 7 quarters. The position peaked at $23K in Q1 2018. 546 funds tracked by Wall St. Rank hold TTE as of Q2 2021.

Certified Advisory Corp reported no remaining TotalEnergies position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 93 TotalEnergies shares in Q2 2021, an estimated $4K.
Certified Advisory Corp first reported a position in TotalEnergies in Q4 2017 and held it in 7 quarters.
Certified Advisory Corp's TotalEnergies position peaked at $23K in Q1 2018.
546 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.