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Curated Wealth Partners’s TotalEnergies TTE Stock Holding History

Curated 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
2024
Q1 		– Sell
-3,202
Closed -$216K – 257
2023
Q4 		$216K Hold
3,202
– – 0.04% 134
2023
Q3 		$211K Sell
3,202
-1,747
-35% -$108K 0.04% 126
2023
Q2 		$285K Sell
4,949
-105
-2% -$6.35K 0.06% 103
2023
Q1 		$298K Sell
5,054
-1,313
-21% -$80.8K 0.07% 98
2022
Q4 		$395K Sell
6,367
-750
-11% -$42.8K 0.1% 78
2022
Q3 		$332K Sell
7,117
-1,464
-17% -$73.5K 0.1% 86
2022
Q2 		$451K Buy
+8,581
New +$458K 0.13% 71
2022
Q1 		– Sell
-10,851
Closed -$535K – 142
2021
Q4 		$535K Sell
10,851
-495
-4% -$24.6K 0.17% 74
2021
Q3 		$544K Buy
11,346
+218
+2% +$9.67K 0.3% 68
2021
Q2 		$504K Buy
11,128
+841
+8% +$39.3K 0.27% 73
2021
Q1 		$479K Buy
10,287
+900
+10% +$41K 0.29% 68
2020
Q4 		$393K Buy
+9,387
New +$362K 0.25% 79

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Curated Wealth Partners's TTE Position: Q1 2024 in Review

Curated Wealth Partners sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 3,202 shares — an estimated $216K sold.

Curated Wealth Partners first reported a position in TTE in Q4 2020 and held it in 12 quarters. The position peaked at $544K in Q3 2021. 772 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Curated Wealth Partners reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 3,202 TotalEnergies shares in Q1 2024, an estimated $216K.
  • Curated Wealth Partners first reported a position in TotalEnergies in Q4 2020 and held it in 12 quarters.
  • Curated Wealth Partners's TotalEnergies position peaked at $544K in Q3 2021.
  • 772 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.