Kore Private Wealth’s TotalEnergies TTE Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-142	Closed	-$5K	–	1022
2020 Q2	$5K	Hold	142	–	–	﹤0.01%	929
2020 Q1	$5K	Hold	142	–	–	﹤0.01%	817
2019 Q4	$8K	Buy	+142	New	+$7.51K	﹤0.01%	798
2019 Q2	–	Sell	-184	Closed	-$10K	–	745
2019 Q1	$10K	Sell	184 -93	-34%	-$5.17K	﹤0.01%	632
2018 Q4	$15K	Buy	+277	New	+$15.9K	﹤0.01%	523

Other funds holding TTE

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kore Private Wealth's TTE Position: Q3 2020 in Review

Kore Private Wealth sold out of TotalEnergies (TTE) in Q3 2020, closing a stake of 142 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in TTE in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2018. 493 funds tracked by Wall St. Rank hold TTE as of Q3 2020.

Kore Private Wealth reported no remaining TotalEnergies position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 142 TotalEnergies shares in Q3 2020, an estimated $5K.
Kore Private Wealth first reported a position in TotalEnergies in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's TotalEnergies position peaked at $15K in Q4 2018.
493 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.