Lenox Wealth Advisors’s TotalEnergies TTE Stock Holding History

Lenox Wealth Advisors’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	–	Sell	-46	Closed	-$2K	–	988
2021 Q4	$2K	Hold	46	–	–	﹤0.01%	764
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	640
2021 Q2	$2K	Sell	46 -46	-50%	-$2.15K	﹤0.01%	650
2021 Q1	$4K	Hold	92	–	–	﹤0.01%	549
2020 Q4	$4K	Buy	92 +35	+61%	+$1.35K	﹤0.01%	537
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	531
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	533
2020 Q1	$2K	Sell	57 -768	-93%	-$34.5K	﹤0.01%	621
2019 Q4	$46K	Hold	825	–	–	0.01%	187
2019 Q3	$43K	Hold	825	–	–	0.01%	172
2019 Q2	$46K	Sell	825 -115	-12%	-$6.28K	0.01%	147
2019 Q1	$52K	Buy	940 +115	+14%	+$6.4K	0.01%	127
2018 Q4	$43K	Hold	825	–	–	0.01%	132
2018 Q3	$53K	Sell	825 -694	-46%	-$43.5K	0.01%	130
2018 Q2	$92K	Sell	1,519 -974	-39%	-$59.7K	0.02%	90
2018 Q1	$144K	Buy	2,493 +1,964	+371%	+$113K	0.03%	80
2017 Q4	$29K	Buy	+529	New	+$29.2K	0.01%	126
2013 Q3	–	Sell	-121	Closed	-$6K	–	291
2013 Q2	$6K	Buy	+121	New	+$5.97K	0.01%	169

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

Lenox Wealth Advisors's TTE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of TotalEnergies (TTE) in Q1 2022, closing a stake of 46 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in TTE in Q2 2013 and held it in 18 quarters. The position peaked at $144K in Q1 2018. 618 funds tracked by Wall St. Rank hold TTE as of Q1 2022.

Lenox Wealth Advisors reported no remaining TotalEnergies position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 46 TotalEnergies shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in TotalEnergies in Q2 2013 and held it in 18 quarters.
Lenox Wealth Advisors's TotalEnergies position peaked at $144K in Q1 2018.
618 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.