Kelly Financial Services’s TotalEnergies TTE Stock Holding History

Kelly Financial Services’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 Q1	–	Sell	-42	Closed	-$2.61K	–	726
2022 Q4	$2.61K	Hold	42	–	–	﹤0.01%	483
2022 Q3	$1.95K	Sell	42 -24	-36%	-$1.21K	﹤0.01%	512
2022 Q2	$3.47K	Hold	66	–	–	﹤0.01%	446
2022 Q1	$3.34K	Hold	66	–	–	﹤0.01%	474
2021 Q4	$3.26K	Buy	66 +28	+74%	+$1.39K	﹤0.01%	489
2021 Q3	$1.82K	Sell	38 -1,682	-98%	-$74.6K	﹤0.01%	525
2021 Q2	$38K	Buy	1,720 +1,682	+4,426%	+$78.7K	﹤0.01%	487
2021 Q1	$1.77K	Hold	38	–	–	﹤0.01%	515
2020 Q4	$1.59K	Sell	38 -78	-67%	-$3.01K	﹤0.01%	484
2020 Q3	$3.98K	Hold	116	–	–	﹤0.01%	363
2020 Q2	$4.46K	Hold	116	–	–	﹤0.01%	351
2020 Q1	$4.32K	Sell	116 -140	-55%	-$6.3K	0.01%	316
2019 Q4	$14.2K	Hold	256	–	–	0.01%	197
2019 Q3	$13.3K	Buy	256 +116	+83%	+$6.02K	0.01%	192
2019 Q2	$7.81K	Hold	140	–	–	0.01%	250
2019 Q1	$7.79K	Buy	+140	New	+$7.79K	0.01%	251

Other funds holding TTE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Kelly Financial Services's TTE Position: Q1 2023 in Review

Kelly Financial Services sold out of TotalEnergies (TTE) in Q1 2023, closing a stake of 42 shares — an estimated $2.61K sold.

Kelly Financial Services first reported a position in TTE in Q1 2019 and held it in 16 quarters. The position peaked at $38K in Q2 2021. 681 funds tracked by Wall St. Rank hold TTE as of Q1 2023.

Kelly Financial Services reported no remaining TotalEnergies position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 42 TotalEnergies shares in Q1 2023, an estimated $2.61K.
Kelly Financial Services first reported a position in TotalEnergies in Q1 2019 and held it in 16 quarters.
Kelly Financial Services's TotalEnergies position peaked at $38K in Q2 2021.
681 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.