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DFPG Investments’s TotalEnergies TTE Stock Holding History

DFPG Investments’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
Q4 		$478K Buy
7,065
+870
+14% +$58K 0.04% 415
2023
Q3 		$403K Buy
+6,195
New +$383K 0.04% 402

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DFPG Investments's TTE Position: Q4 2023 in Review

DFPG Investments increased its TotalEnergies (TTE) stake by 14% in Q4 2023, buying an estimated $58K and bringing the position to 7,065 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #415.

DFPG Investments first reported a position in TTE in Q3 2023 and has held it in 2 quarters since. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

  • DFPG Investments held 7,065 shares of TotalEnergies worth $478K as of Q4 2023.
  • DFPG Investments bought 870 TotalEnergies shares in Q4 2023, an estimated $58K.
  • TotalEnergies made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #415 holding.
  • DFPG Investments first reported a position in TotalEnergies in Q3 2023 and has held it in 2 quarters since.
  • 744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.