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Convergence Financial’s TotalEnergies TTE Stock Holding History

Convergence Financial’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
Q3 		– Sell
-3,060
Closed -$204K – 163
2024
Q2 		$204K Buy
+3,060
New +$218K 0.05% 146

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Convergence Financial's TTE Position: Q3 2024 in Review

Convergence Financial sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 3,060 shares — an estimated $204K sold.

Convergence Financial first reported a position in TTE in Q2 2024 and held it in 1 quarter. The position peaked at $204K in Q2 2024. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

  • Convergence Financial reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
  • Convergence Financial sold 3,060 TotalEnergies shares in Q3 2024, an estimated $204K.
  • Convergence Financial first reported a position in TotalEnergies in Q2 2024 and held it in 1 quarter.
  • Convergence Financial's TotalEnergies position peaked at $204K in Q2 2024.
  • 790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on Convergence Financial's 13F filing for Q3 2024, filed 23 Oct 2024.