Liberty Wealth Management’s TotalEnergies TTE Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-36	Closed	-$2K	–	1026
2021 Q3	$2K	Buy	36 +15	+71%	+$665	﹤0.01%	1081
2021 Q2	$1K	Sell	21 -11	-34%	-$515	﹤0.01%	1039
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	904
2020 Q4	$1K	Sell	32 -514	-94%	-$19.8K	﹤0.01%	909
2020 Q3	$19K	Buy	546 +523	+2,274%	+$19.9K	0.01%	413
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	821
2020 Q1	$1K	Sell	23 -6	-21%	-$270	﹤0.01%	845
2019 Q4	$2K	Sell	29 -346	-92%	-$18.3K	﹤0.01%	784
2019 Q3	$20K	Sell	375 -335	-47%	-$17.4K	0.02%	397
2019 Q2	$40K	Sell	710 -319	-31%	-$17.4K	0.04%	284
2019 Q1	$57K	Buy	1,029 +80	+8%	+$4.45K	0.04%	186
2018 Q4	$49K	Buy	+949	New	+$54.4K	0.04%	192

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Liberty Wealth Management's TTE Position: Q4 2021 in Review

Liberty Wealth Management sold out of TotalEnergies (TTE) in Q4 2021, closing a stake of 36 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in TTE in Q4 2018 and held it in 12 quarters. The position peaked at $57K in Q1 2019. 609 funds tracked by Wall St. Rank hold TTE as of Q4 2021.

Liberty Wealth Management reported no remaining TotalEnergies position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 36 TotalEnergies shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in TotalEnergies in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's TotalEnergies position peaked at $57K in Q1 2019.
609 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.