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

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

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