Dynamic Advisor Solutions’s TotalEnergies TTE Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-7,537	Closed	-$487K	–	854
2024 Q3	$487K	Buy	7,537 +923	+14%	+$62.7K	0.01%	624
2024 Q2	$441K	Buy	6,614 +269	+4%	+$19.1K	0.01%	656
2024 Q1	$437K	Sell	6,345 -369	-5%	-$24.2K	0.01%	635
2023 Q4	$458K	Buy	6,714 +408	+6%	+$27.2K	0.02%	593
2023 Q3	$415K	Buy	+6,306	New	+$390K	0.02%	568
2020 Q1	–	Sell	-8,003	Closed	-$443K	–	598
2019 Q4	$443K	Hold	8,003	–	–	0.06%	326
2019 Q3	$416K	Sell	8,003 -300	-4%	-$15.6K	0.06%	308
2019 Q2	$463K	Buy	8,303 +448	+6%	+$24.5K	0.07%	277
2019 Q1	$437K	Hold	7,855	–	–	0.08%	241
2018 Q4	$426K	Buy	7,855 +153	+2%	+$8.77K	0.09%	230
2018 Q3	$496K	Sell	7,702 -113	-1%	-$7.08K	0.1%	221
2018 Q2	$473K	Buy	7,815 +151	+2%	+$9.25K	0.11%	221
2018 Q1	$442K	Sell	7,664 -11,176	-59%	-$640K	0.11%	201
2017 Q4	$1.04M	Buy	18,840 +50	+0.3%	+$2.76K	0.34%	97
2017 Q3	$1.01M	Sell	18,790 -500	-3%	-$25.7K	0.4%	84
2017 Q2	$957K	Buy	19,290 +500	+3%	+$25.7K	0.37%	85
2017 Q1	$947K	Buy	18,790 +6,300	+50%	+$318K	0.37%	83
2016 Q4	$637K	Buy	+12,490	New	+$601K	0.25%	111

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

Morgan Stanley New York $1.66T AUM 25.57% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return