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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 – 597
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dynamic Advisor Solutions's TTE Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 7,537 shares — an estimated $487K sold.

Dynamic Advisor Solutions first reported a position in TTE in Q4 2016 and held it in 18 quarters. The position peaked at $1.04M in Q4 2017. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,537 TotalEnergies shares in Q4 2024, an estimated $487K.
  • Dynamic Advisor Solutions first reported a position in TotalEnergies in Q4 2016 and held it in 18 quarters.
  • Dynamic Advisor Solutions's TotalEnergies position peaked at $1.04M in Q4 2017.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.