ICA Group Wealth Management’s TotalEnergies TTE Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-137	Closed	-$9.43K	–	1295
2024 Q1	$9.43K	Sell	137 -15	-10%	-$984	﹤0.01%	899
2023 Q4	$10.2K	Buy	+152	New	+$10.1K	﹤0.01%	871
2023 Q3	–	Sell	-185	Closed	-$10.7K	–	1148
2023 Q2	$10.7K	Sell	185 -267	-59%	-$16.2K	﹤0.01%	828
2023 Q1	$26.7K	Sell	452 -407	-47%	-$25K	0.01%	609
2022 Q4	$53.3K	Buy	+859	New	+$49K	0.01%	496

Other funds holding TTE

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ICA Group Wealth Management's TTE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of TotalEnergies (TTE) in Q2 2024, closing a stake of 137 shares — an estimated $9.43K sold.

ICA Group Wealth Management first reported a position in TTE in Q4 2022 and held it in 5 quarters. The position peaked at $53.3K in Q4 2022. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

ICA Group Wealth Management reported no remaining TotalEnergies position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 137 TotalEnergies shares in Q2 2024, an estimated $9.43K.
ICA Group Wealth Management first reported a position in TotalEnergies in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's TotalEnergies position peaked at $53.3K in Q4 2022.
789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.