Clearstead Trust’s TotalEnergies TTE Stock Holding History

Clearstead Trust’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
2023 Q1	–	Sell	-67	Closed	-$4K	–	398
2022 Q4	$4K	Hold	67	–	–	﹤0.01%	344
2022 Q3	$3K	Buy	+67	New	+$3.37K	﹤0.01%	340

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clearstead Trust's TTE Position: Q1 2023 in Review

Clearstead Trust sold out of TotalEnergies (TTE) in Q1 2023, closing a stake of 67 shares — an estimated $4K sold.

Clearstead Trust first reported a position in TTE in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q4 2022. 681 funds tracked by Wall St. Rank hold TTE as of Q1 2023.

Clearstead Trust reported no remaining TotalEnergies position as of Q1 2023 after selling out during the quarter.
Clearstead Trust sold 67 TotalEnergies shares in Q1 2023, an estimated $4K.
Clearstead Trust first reported a position in TotalEnergies in Q3 2022 and held it in 2 quarters.
Clearstead Trust's TotalEnergies position peaked at $4K in Q4 2022.
681 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2023.

Based on Clearstead Trust's 13F filing for Q1 2023, filed 10 May 2023.