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Financial Gravity Companies’s TotalEnergies TTE Stock Holding History

Financial Gravity Companies’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 		$327 Buy
+6
New +$365 ﹤0.01% 888
2018
Q4 		$42K Buy
+759
New +$43.5K 0.04% 386
2018
Q1 		$46K Buy
749
+610
+439% +$34.9K 0.05% 333
2017
Q4 		$8K Buy
+139
New +$7.67K 0.01% 618

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
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
Wells Fargo San Francisco, California $530B 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

Financial Gravity Companies's TTE Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in TotalEnergies (TTE) in Q4 2024: 6 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TTE as recently as Q4 2018.

Financial Gravity Companies first reported a position in TTE in Q4 2017 and has held it in 4 quarters since. The position peaked at $46K in Q1 2018. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Financial Gravity Companies held 6 shares of TotalEnergies worth $327 as of Q4 2024.
  • TotalEnergies was a new Financial Gravity Companies position in Q4 2024.
  • TotalEnergies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #888 holding.
  • Financial Gravity Companies first reported a position in TotalEnergies in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's TotalEnergies position peaked at $46K in Q1 2018.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.