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Jackson Grant Investment Advisers’s TotalEnergies TTE Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-116
Closed -$6.85K – 468
2023
Q1 		$6.85K Buy
+116
New +$7.13K ﹤0.01% 306

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Grant Investment Advisers's TTE Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of TotalEnergies (TTE) in Q2 2023, closing a stake of 116 shares — an estimated $6.85K sold.

Jackson Grant Investment Advisers first reported a position in TTE in Q1 2023 and held it in 1 quarter. The position peaked at $6.85K in Q1 2023. 674 funds tracked by Wall St. Rank hold TTE as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining TotalEnergies position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 116 TotalEnergies shares in Q2 2023, an estimated $6.85K.
  • Jackson Grant Investment Advisers first reported a position in TotalEnergies in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's TotalEnergies position peaked at $6.85K in Q1 2023.
  • 674 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.