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Herold Advisors’s TotalEnergies TTE Stock Holding History

Herold 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
2023
Q4 		– Sell
-4,057
Closed -$267K – 265
2023
Q3 		$267K Buy
+4,057
New +$251K 0.08% 208
2022
Q2 		– Sell
-1,698
Closed -$85.9K – 639
2022
Q1 		$85.9K Buy
+1,698
New +$91.9K 0.03% 293
2021
Q4 		– Sell
-1,353
Closed -$64K – 614
2021
Q3 		$64K Buy
+1,353
New +$60K 0.02% 338

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Herold Advisors's TTE Position: Q4 2023 in Review

Herold Advisors sold out of TotalEnergies (TTE) in Q4 2023, closing a stake of 4,057 shares — an estimated $267K sold.

Herold Advisors first reported a position in TTE in Q3 2021 and held it in 3 quarters. The position peaked at $267K in Q3 2023. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

  • Herold Advisors reported no remaining TotalEnergies position as of Q4 2023 after selling out during the quarter.
  • Herold Advisors sold 4,057 TotalEnergies shares in Q4 2023, an estimated $267K.
  • Herold Advisors first reported a position in TotalEnergies in Q3 2021 and held it in 3 quarters.
  • Herold Advisors's TotalEnergies position peaked at $267K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Herold Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.