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Homrich & Berg’s TotalEnergies TTE Stock Holding History

Homrich & Berg’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
2021
Q3 		$419K Buy
8,747
+3,026
+53% +$134K 0.01% 317
2021
Q2 		$259K Buy
+5,721
New +$268K 0.01% 396

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Homrich & Berg's TTE Position: Q3 2021 in Review

Homrich & Berg increased its TotalEnergies (TTE) stake by 53% in Q3 2021, buying an estimated $134K and bringing the position to 8,747 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #317.

Homrich & Berg first reported a position in TTE in Q2 2021 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

  • Homrich & Berg held 8,747 shares of TotalEnergies worth $419K as of Q3 2021.
  • Homrich & Berg bought 3,026 TotalEnergies shares in Q3 2021, an estimated $134K.
  • TotalEnergies made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #317 holding.
  • Homrich & Berg first reported a position in TotalEnergies in Q2 2021 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.