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Jeppson Wealth Management’s TotalEnergies TTE Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-2,062
Closed -$71K – 423
2020
Q3 		$71K Buy
+2,062
New +$78.6K 0.06% 195

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jeppson Wealth Management's TTE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of TotalEnergies (TTE) in Q4 2020, closing a stake of 2,062 shares — an estimated $71K sold.

Jeppson Wealth Management first reported a position in TTE in Q3 2020 and held it in 1 quarter. The position peaked at $71K in Q3 2020. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining TotalEnergies position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,062 TotalEnergies shares in Q4 2020, an estimated $71K.
  • Jeppson Wealth Management first reported a position in TotalEnergies in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's TotalEnergies position peaked at $71K in Q3 2020.
  • 526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.