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Financial & Tax Architects’s TotalEnergies TTE Stock Holding History

Financial & Tax Architects’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
2021
Q3 		– Sell
-8,239
Closed -$373K – 111
2021
Q2 		$373K Sell
8,239
-1
-0% -$47 0.18% 84
2021
Q1 		$383K Buy
+8,240
New +$376K 0.22% 76

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial & Tax Architects's TTE Position: Q3 2021 in Review

Financial & Tax Architects sold out of TotalEnergies (TTE) in Q3 2021, closing a stake of 8,239 shares — an estimated $373K sold.

Financial & Tax Architects first reported a position in TTE in Q1 2021 and held it in 2 quarters. The position peaked at $383K in Q1 2021. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

  • Financial & Tax Architects reported no remaining TotalEnergies position as of Q3 2021 after selling out during the quarter.
  • Financial & Tax Architects sold 8,239 TotalEnergies shares in Q3 2021, an estimated $373K.
  • Financial & Tax Architects first reported a position in TotalEnergies in Q1 2021 and held it in 2 quarters.
  • Financial & Tax Architects's TotalEnergies position peaked at $383K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on Financial & Tax Architects's 13F filing for Q3 2021, filed 25 Aug 2023.