Cornerstone Wealth Group’s TotalEnergies TTE Stock Holding History

Cornerstone Wealth Group’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	-63,452	Closed	-$2.18M	–	176
2020 Q3	$2.18M	Buy	63,452 +366	+0.6%	+$13.9K	0.59%	55
2020 Q2	$2.43M	Buy	63,086 +2,423	+4%	+$89.7K	0.61%	49
2020 Q1	$2.26M	Buy	60,663 +14,400	+31%	+$648K	0.8%	38
2019 Q4	$2.56M	Sell	46,263 -43	-0.1%	-$2.27K	0.69%	51
2019 Q3	$2.41M	Buy	+46,306	New	+$2.4M	0.6%	51

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

Cornerstone Wealth Group's TTE Position: Q4 2020 in Review

Cornerstone Wealth Group sold out of TotalEnergies (TTE) in Q4 2020, closing a stake of 63,452 shares — an estimated $2.18M sold.

Cornerstone Wealth Group first reported a position in TTE in Q3 2019 and held it in 5 quarters. The position peaked at $2.56M in Q4 2019. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

Cornerstone Wealth Group reported no remaining TotalEnergies position as of Q4 2020 after selling out during the quarter.
Cornerstone Wealth Group sold 63,452 TotalEnergies shares in Q4 2020, an estimated $2.18M.
Cornerstone Wealth Group first reported a position in TotalEnergies in Q3 2019 and held it in 5 quarters.
Cornerstone Wealth Group's TotalEnergies position peaked at $2.56M in Q4 2019.
526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Cornerstone Wealth Group's 13F filing for Q4 2020, filed 28 Jan 2021.