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Forvis Mazars Wealth Advisors’s TotalEnergies TTE Stock Holding History

Forvis Mazars 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
2018
Q4 		– Sell
-3,241
Closed -$209K – 246
2018
Q3 		$209K Buy
+3,241
New +$203K 0.02% 223

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TTE Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of TotalEnergies (TTE) in Q4 2018, closing a stake of 3,241 shares — an estimated $209K sold.

Forvis Mazars Wealth Advisors first reported a position in TTE in Q3 2018 and held it in 1 quarter. The position peaked at $209K in Q3 2018. 655 funds tracked by Wall St. Rank hold TTE as of Q4 2018.

  • Forvis Mazars Wealth Advisors reported no remaining TotalEnergies position as of Q4 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,241 TotalEnergies shares in Q4 2018, an estimated $209K.
  • Forvis Mazars Wealth Advisors first reported a position in TotalEnergies in Q3 2018 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's TotalEnergies position peaked at $209K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.