Kings Point Capital Management’s TotalEnergies TTE Stock Holding History

Kings Point Capital 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
2022 Q1	$38K	Hold	750	–	–	﹤0.01%	381
2021 Q4	$37K	Hold	750	–	–	﹤0.01%	434
2021 Q3	$36K	Buy	+750	New	+$33.3K	﹤0.01%	406
2020 Q3	–	Sell	-280	Closed	-$11K	–	495
2020 Q2	$11K	Hold	280	–	–	﹤0.01%	433
2020 Q1	$10K	Sell	280 -74	-21%	-$3.33K	﹤0.01%	449
2019 Q4	$20K	Hold	354	–	–	﹤0.01%	420
2019 Q3	$18K	Hold	354	–	–	﹤0.01%	415
2019 Q2	$20K	Hold	354	–	–	﹤0.01%	353
2019 Q1	$20K	Hold	354	–	–	﹤0.01%	310
2018 Q4	$18K	Hold	354	–	–	﹤0.01%	314
2018 Q3	$23K	Hold	354	–	–	﹤0.01%	308
2018 Q2	$21K	Hold	354	–	–	﹤0.01%	313
2018 Q1	$20K	Hold	354	–	–	﹤0.01%	320
2017 Q4	$20K	Buy	354 +74	+26%	+$4.09K	﹤0.01%	319
2017 Q3	$15K	Hold	280	–	–	﹤0.01%	331
2017 Q2	$14K	Hold	280	–	–	﹤0.01%	314
2017 Q1	$14K	Hold	280	–	–	﹤0.01%	326
2016 Q4	$14K	Hold	280	–	–	﹤0.01%	290
2016 Q3	$13K	Hold	280	–	–	﹤0.01%	288
2016 Q2	$13K	Hold	280	–	–	﹤0.01%	305
2016 Q1	$13K	Sell	280 -250	-47%	-$11K	﹤0.01%	304
2015 Q4	$24K	Hold	530	–	–	0.01%	281
2015 Q3	$24K	Hold	530	–	–	0.01%	294
2015 Q2	$26K	Buy	+530	New	+$27.4K	0.01%	279
2015 Q1	–	Sell	-280	Closed	-$14K	–	383
2014 Q4	$14K	Sell	280 -250	-47%	-$14.1K	﹤0.01%	319
2014 Q3	$34K	Hold	530	–	–	0.01%	217
2014 Q2	$38K	Buy	530 +250	+89%	+$17.5K	0.01%	200
2014 Q1	$18K	Hold	280	–	–	0.01%	228
2013 Q4	$17K	Hold	280	–	–	0.01%	223
2013 Q3	$16K	Hold	280	–	–	0.01%	234
2013 Q2	$14K	Buy	+280	New	+$13.8K	0.01%	250

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Kings Point Capital Management's TTE Position: Q1 2022 in Review

Kings Point Capital Management held its TotalEnergies (TTE) position steady in Q1 2022 at 750 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Kings Point Capital Management first reported a position in TTE in Q2 2013 and has held it in 31 quarters since. 618 funds tracked by Wall St. Rank hold TTE as of Q1 2022.

Kings Point Capital Management held 750 shares of TotalEnergies worth $38K as of Q1 2022.
Kings Point Capital Management left its TotalEnergies share count unchanged in Q1 2022.
TotalEnergies made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #381 holding.
Kings Point Capital Management first reported a position in TotalEnergies in Q2 2013 and has held it in 31 quarters since.
618 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.