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Fortis Capital Advisors’s TotalEnergies TTE Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-480
Closed -$28.3K – 581
2023
Q1 		$28.3K Sell
480
-43
-8% -$2.65K 0.02% 366
2022
Q4 		$32.5K Buy
+523
New +$29.9K 0.02% 349

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Capital Advisors's TTE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of TotalEnergies (TTE) in Q2 2023, closing a stake of 480 shares — an estimated $28.3K sold.

Fortis Capital Advisors first reported a position in TTE in Q4 2022 and held it in 2 quarters. The position peaked at $32.5K in Q4 2022. 674 funds tracked by Wall St. Rank hold TTE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining TotalEnergies position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 480 TotalEnergies shares in Q2 2023, an estimated $28.3K.
  • Fortis Capital Advisors first reported a position in TotalEnergies in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's TotalEnergies position peaked at $32.5K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.