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Meridian Wealth Partners’s TotalEnergies TTE Stock Holding History

Meridian 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
2021
Q2 		– Sell
-33
Closed -$2K – 1175
2021
Q1 		$2K Buy
+33
New +$1.5K ﹤0.01% 1053

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T. Rowe Price Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Meridian Wealth Partners's TTE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of TotalEnergies (TTE) in Q2 2021, closing a stake of 33 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in TTE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 546 funds tracked by Wall St. Rank hold TTE as of Q2 2021.

  • Meridian Wealth Partners reported no remaining TotalEnergies position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 33 TotalEnergies shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in TotalEnergies in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's TotalEnergies position peaked at $2K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.