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Evolution Wealth Advisors’s TotalEnergies TTE Stock Holding History

Evolution Wealth Advisors’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
Q2 		– Sell
-185
Closed -$7K – 564
2020
Q1 		$7K Buy
185
+42
+29% +$1.89K ﹤0.01% 232
2019
Q4 		$8K Sell
143
-42
-23% -$2.22K ﹤0.01% 341
2019
Q3 		$10K Buy
+185
New +$9.59K ﹤0.01% 179

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evolution Wealth Advisors's TTE Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 185 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in TTE in Q3 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 185 TotalEnergies shares in Q2 2020, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in TotalEnergies in Q3 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's TotalEnergies position peaked at $10K in Q3 2019.
  • 523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.