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CFM Wealth Partners’s TotalEnergies TTE Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-3,053
Closed -$117K – 427
2020
Q2 		$117K Sell
3,053
-676
-18% -$25K 0.04% 186
2020
Q1 		$139K Buy
+3,729
New +$168K 0.06% 165

Other funds holding TTE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CFM Wealth Partners's TTE Position: Q3 2020 in Review

CFM Wealth Partners sold out of TotalEnergies (TTE) in Q3 2020, closing a stake of 3,053 shares — an estimated $117K sold.

CFM Wealth Partners first reported a position in TTE in Q1 2020 and held it in 2 quarters. The position peaked at $139K in Q1 2020. 493 funds tracked by Wall St. Rank hold TTE as of Q3 2020.

  • CFM Wealth Partners reported no remaining TotalEnergies position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 3,053 TotalEnergies shares in Q3 2020, an estimated $117K.
  • CFM Wealth Partners first reported a position in TotalEnergies in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's TotalEnergies position peaked at $139K in Q1 2020.
  • 493 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.