Global Wealth Management Investment Advisory’s TotalEnergies TTE Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q4	–	Sell	-277	Closed	-$10K	–	503
2020 Q3	$10K	Hold	277	–	–	﹤0.01%	277
2020 Q2	$11K	Sell	277 -58	-17%	-$2.15K	﹤0.01%	343
2020 Q1	$12K	Buy	335 +277	+478%	+$12.5K	0.01%	314
2019 Q4	$3K	Sell	58 -66	-53%	-$3.49K	﹤0.01%	496
2019 Q3	$6K	Sell	124 -254	-67%	-$13.2K	﹤0.01%	391
2019 Q2	$21K	Sell	378 -1,760	-82%	-$96.1K	0.01%	271
2019 Q1	$119K	Sell	2,138 -2,952	-58%	-$164K	0.06%	144
2018 Q4	$266K	Buy	+5,090	New	+$292K	0.15%	111

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's TTE Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of TotalEnergies (TTE) in Q4 2020, closing a stake of 277 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in TTE in Q4 2018 and held it in 8 quarters. The position peaked at $266K in Q4 2018. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

Global Wealth Management Investment Advisory reported no remaining TotalEnergies position as of Q4 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 277 TotalEnergies shares in Q4 2020, an estimated $10K.
Global Wealth Management Investment Advisory first reported a position in TotalEnergies in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's TotalEnergies position peaked at $266K in Q4 2018.
526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.