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Lumature Wealth Partners’s TotalEnergies TTE Stock Holding History

Lumature Wealth Partners’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
2023
Q1 		– Sell
-140
Closed -$8.69K – 421
2022
Q4 		$8.69K Sell
140
-20
-13% -$1.14K ﹤0.01% 313
2022
Q3 		$7K Sell
160
-13
-8% -$653 ﹤0.01% 330
2022
Q2 		$9K Sell
173
-1,121
-87% -$59.8K ﹤0.01% 325
2022
Q1 		$65K Sell
1,294
-178
-12% -$9.63K 0.03% 239
2021
Q4 		$73K Hold
1,472
– – 0.03% 207
2021
Q3 		$71K Hold
1,472
– – 0.03% 208
2021
Q2 		$67K Buy
1,472
+194
+15% +$9.07K 0.03% 211
2021
Q1 		$59K Buy
+1,278
New +$58.3K 0.03% 218

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lumature Wealth Partners's TTE Position: Q1 2023 in Review

Lumature Wealth Partners sold out of TotalEnergies (TTE) in Q1 2023, closing a stake of 140 shares — an estimated $8.69K sold.

Lumature Wealth Partners first reported a position in TTE in Q1 2021 and held it in 8 quarters. The position peaked at $73K in Q4 2021. 681 funds tracked by Wall St. Rank hold TTE as of Q1 2023.

  • Lumature Wealth Partners reported no remaining TotalEnergies position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 140 TotalEnergies shares in Q1 2023, an estimated $8.69K.
  • Lumature Wealth Partners first reported a position in TotalEnergies in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's TotalEnergies position peaked at $73K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.