FRG Family Wealth Advisors’s T1 Energy TE Stock Holding History

FRG Family Wealth Advisors’s Portfolio TE Stock Details TE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,400	Closed	-$3.96K	–	371
2024 Q1	$3.96K	Buy	+2,400	New	+$3.8K	﹤0.01%	303

Other funds holding TE

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return

RCP

RIT Capital Partners London, United Kingdom $374M AUM 25.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FRG Family Wealth Advisors's TE Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of T1 Energy (TE) in Q2 2024, closing a stake of 2,400 shares — an estimated $3.96K sold.

FRG Family Wealth Advisors first reported a position in TE in Q1 2024 and held it in 1 quarter. The position peaked at $3.96K in Q1 2024. 121 funds tracked by Wall St. Rank hold TE as of Q2 2024.

FRG Family Wealth Advisors reported no remaining T1 Energy position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 2,400 T1 Energy shares in Q2 2024, an estimated $3.96K.
FRG Family Wealth Advisors first reported a position in T1 Energy in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's T1 Energy position peaked at $3.96K in Q1 2024.
121 funds tracked by Wall St. Rank held T1 Energy as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.