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Institutional & Family Asset Management’s TotalEnergies TTE Stock Holding History

Institutional & Family Asset 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 		$117K Buy
1,754
+84
+5% +$5.97K 0.02% 180
2024
Q1 		$115K Sell
1,670
-172
-9% -$11.3K 0.02% 175
2023
Q4 		$124K Sell
1,842
-5
-0.3% -$333 0.02% 165
2023
Q3 		$121K Hold
1,847
– – 0.02% 160
2023
Q2 		$106K Buy
1,847
+247
+15% +$14.9K 0.02% 176
2023
Q1 		$94.5K Buy
1,600
+45
+3% +$2.77K 0.02% 179
2022
Q4 		$96.5K Sell
1,555
-246
-14% -$14K 0.02% 174
2022
Q3 		$84K Buy
1,801
+10
+0.6% +$502 0.01% 182
2022
Q2 		$94K Buy
1,791
+36
+2% +$1.92K 0.02% 177
2022
Q1 		$89K Buy
1,755
+285
+19% +$15.4K 0.01% 206
2021
Q4 		$73K Hold
1,470
– – 0.01% 233
2021
Q3 		$70K Hold
1,470
– – 0.01% 282
2021
Q2 		$67K Hold
1,470
– – 0.01% 298
2021
Q1 		$68K Buy
1,470
+1,273
+646% +$58K 0.01% 312
2020
Q4 		$8K Hold
197
– – ﹤0.01% 583
2020
Q3 		$7K Buy
+197
New +$7.51K ﹤0.01% 547
2020
Q1 		– Sell
-1,169
Closed -$65K – 911
2019
Q4 		$65K Sell
1,169
-69
-6% -$3.65K 0.01% 296
2019
Q3 		$64K Sell
1,238
-1,040
-46% -$53.9K 0.01% 271
2019
Q2 		$127K Sell
2,278
-254
-10% -$13.9K 0.03% 203
2019
Q1 		$141K Sell
2,532
-75
-3% -$4.17K 0.03% 206
2018
Q4 		$136K Sell
2,607
-202
-7% -$11.6K 0.03% 197
2018
Q3 		$181K Buy
2,809
+27
+1% +$1.69K 0.04% 196
2018
Q2 		$168K Sell
2,782
-61
-2% -$3.74K 0.04% 199
2018
Q1 		$164K Buy
+2,843
New +$163K 0.03% 183

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Institutional & Family Asset Management's TTE Position: Q2 2024 in Review

Institutional & Family Asset Management increased its TotalEnergies (TTE) stake by 5% in Q2 2024, buying an estimated $5.97K and bringing the position to 1,754 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #180.

Institutional & Family Asset Management first reported a position in TTE in Q1 2018 and has held it in 24 quarters since. The position peaked at $181K in Q3 2018. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

  • Institutional & Family Asset Management held 1,754 shares of TotalEnergies worth $117K as of Q2 2024.
  • Institutional & Family Asset Management bought 84 TotalEnergies shares in Q2 2024, an estimated $5.97K.
  • TotalEnergies made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #180 holding.
  • Institutional & Family Asset Management first reported a position in TotalEnergies in Q1 2018 and has held it in 24 quarters since.
  • Institutional & Family Asset Management's TotalEnergies position peaked at $181K in Q3 2018.
  • 789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.