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Janiczek Wealth Management’s TotalEnergies TTE Stock Holding History

Janiczek 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 		$162K Buy
2,432
+63
+3% +$4.48K 0.03% 217
2024
Q1 		$163K Sell
2,369
-192
-7% -$12.6K 0.03% 214
2023
Q4 		$173K Buy
2,561
+688
+37% +$45.9K 0.04% 177
2023
Q3 		$123K Sell
1,873
-10
-0.5% -$618 0.03% 218
2023
Q2 		$109K Buy
1,883
+424
+29% +$25.7K 0.03% 201
2023
Q1 		$94.8K Hold
1,459
– – 0.03% 227
2022
Q4 		$94.2K Buy
1,459
+22
+2% +$1.26K 0.03% 233
2022
Q3 		$71K Sell
1,437
-243
-14% -$12.2K 0.02% 261
2022
Q2 		$86K Sell
1,680
-7
-0.4% -$373 0.03% 223
2022
Q1 		$85K Sell
1,687
-304
-15% -$16.5K 0.02% 229
2021
Q4 		$98K Buy
1,991
+310
+18% +$15.4K 0.03% 192
2021
Q3 		$81K Buy
1,681
+170
+11% +$7.54K 0.03% 206
2021
Q2 		$68K Sell
1,511
-5
-0.3% -$234 0.02% 202
2021
Q1 		$71K Buy
1,516
+63
+4% +$2.87K 0.03% 184
2020
Q4 		$61K Buy
1,453
+1,043
+254% +$40.2K 0.03% 166
2020
Q3 		$14K Buy
+410
New +$15.6K 0.01% 199

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

Janiczek Wealth Management's TTE Position: Q2 2024 in Review

Janiczek Wealth Management increased its TotalEnergies (TTE) stake by 2.7% in Q2 2024, buying an estimated $4.48K and bringing the position to 2,432 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #217.

Janiczek Wealth Management first reported a position in TTE in Q3 2020 and has held it in 16 quarters since. The position peaked at $173K in Q4 2023. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

  • Janiczek Wealth Management held 2,432 shares of TotalEnergies worth $162K as of Q2 2024.
  • Janiczek Wealth Management bought 63 TotalEnergies shares in Q2 2024, an estimated $4.48K.
  • TotalEnergies made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #217 holding.
  • Janiczek Wealth Management first reported a position in TotalEnergies in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's TotalEnergies position peaked at $173K in Q4 2023.
  • 789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.