GYL Financial Synergies’s TotalEnergies TTE Stock Holding History

GYL Financial Synergies’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
2024 Q3	$1.37M	Sell	21,183 -514	-2%	-$34.9K	0.1%	169
2024 Q2	$1.45M	Sell	21,697 -1,070	-5%	-$76.1K	0.11%	156
2024 Q1	$1.57M	Sell	22,767 -143	-0.6%	-$9.38K	0.12%	145
2023 Q4	$1.54M	Sell	22,910 -300	-1%	-$20K	0.13%	146
2023 Q3	$1.53M	Buy	23,210 +4,871	+27%	+$301K	0.15%	132
2023 Q2	$1.06M	Sell	18,339 -497	-3%	-$30.1K	0.1%	173
2023 Q1	$1.11M	Buy	+18,836	New	+$1.16M	0.13%	120

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GYL Financial Synergies's TTE Position: Q3 2024 in Review

GYL Financial Synergies reduced its TotalEnergies (TTE) stake by 2.4% in Q3 2024, selling an estimated $34.9K and leaving 21,183 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #169.

GYL Financial Synergies first reported a position in TTE in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2024. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

GYL Financial Synergies held 21,183 shares of TotalEnergies worth $1.37M as of Q3 2024.
GYL Financial Synergies sold 514 TotalEnergies shares in Q3 2024, an estimated $34.9K.
TotalEnergies made up 0.1% of GYL Financial Synergies's portfolio in Q3 2024, its #169 holding.
GYL Financial Synergies first reported a position in TotalEnergies in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's TotalEnergies position peaked at $1.57M in Q1 2024.
790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.