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Laurel Wealth Advisors (California)’s TotalEnergies TTE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$641K Sell
10,319
-220
-2% -$12.6K 0.06% 310
2022
Q3 		$491K Buy
10,539
+9
+0.1% +$452 0.05% 347
2022
Q2 		$554K Buy
+10,530
New +$562K 0.06% 333

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TTE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its TotalEnergies (TTE) stake by 2.1% in Q4 2022, selling an estimated $12.6K and leaving 10,319 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #310.

Laurel Wealth Advisors (California) first reported a position in TTE in Q2 2022 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold TTE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,319 shares of TotalEnergies worth $641K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 220 TotalEnergies shares in Q4 2022, an estimated $12.6K.
  • TotalEnergies made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #310 holding.
  • Laurel Wealth Advisors (California) first reported a position in TotalEnergies in Q2 2022 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.