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Lee Financial’s TotalEnergies TTE Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-72
Closed -$4.91K – 768
2023
Q4 		$4.91K Hold
72
– – ﹤0.01% 545
2023
Q3 		$4.79K Buy
+72
New +$4.45K ﹤0.01% 528
2018
Q3 		– Sell
-510
Closed -$31K – 706
2018
Q2 		$31K Buy
510
+153
+43% +$9.38K 0.01% 299
2018
Q1 		$21K Buy
357
+69
+24% +$3.95K 0.01% 344
2017
Q4 		$16K Buy
288
+144
+100% +$7.95K ﹤0.01% 276
2017
Q3 		$8K Buy
144
+12
+9% +$617 ﹤0.01% 381
2017
Q2 		$7K Buy
+132
New +$6.79K ﹤0.01% 378
2017
Q1 		– Sell
-221
Closed -$10K – 427
2016
Q4 		$10K Buy
+221
New +$10.6K 0.01% 292

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's TTE Position: Q1 2024 in Review

Lee Financial sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 72 shares — an estimated $4.91K sold.

Lee Financial first reported a position in TTE in Q4 2016 and held it in 8 quarters. The position peaked at $31K in Q2 2018. 772 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Lee Financial reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 72 TotalEnergies shares in Q1 2024, an estimated $4.91K.
  • Lee Financial first reported a position in TotalEnergies in Q4 2016 and held it in 8 quarters.
  • Lee Financial's TotalEnergies position peaked at $31K in Q2 2018.
  • 772 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.