Claro Advisors’s TotalEnergies TTE Stock Holding History

Claro Advisors’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 Q4	–	Sell	-6,851	Closed	-$235K	–	219
2020 Q3	$235K	Sell	6,851 -177	-3%	-$6.75K	0.15%	165
2020 Q2	$270K	Buy	+7,028	New	+$260K	0.19%	139
2020 Q1	–	Sell	-6,933	Closed	-$383K	–	187
2019 Q4	$383K	Sell	6,933 -19	-0.3%	-$1K	0.29%	95
2019 Q3	$362K	Buy	6,952 +15	+0.2%	+$778	0.32%	98
2019 Q2	$387K	Sell	6,937 -30	-0.4%	-$1.64K	0.36%	86
2019 Q1	$388K	Sell	6,967 -368	-5%	-$20.5K	0.38%	81
2018 Q4	$472K	Buy	+7,335	New	+$420K	0.38%	61

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Claro Advisors's TTE Position: Q4 2020 in Review

Claro Advisors sold out of TotalEnergies (TTE) in Q4 2020, closing a stake of 6,851 shares — an estimated $235K sold.

Claro Advisors first reported a position in TTE in Q4 2018 and held it in 7 quarters. The position peaked at $472K in Q4 2018. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

Claro Advisors reported no remaining TotalEnergies position as of Q4 2020 after selling out during the quarter.
Claro Advisors sold 6,851 TotalEnergies shares in Q4 2020, an estimated $235K.
Claro Advisors first reported a position in TotalEnergies in Q4 2018 and held it in 7 quarters.
Claro Advisors's TotalEnergies position peaked at $472K in Q4 2018.
526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Claro Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.