One Wealth Advisors’s TotalEnergies TTE Stock Holding History

One 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
2023 Q1	–	Sell	-291	Closed	-$18.1K	–	565
2022 Q4	$18.1K	Buy	+291	New	+$16.6K	﹤0.01%	548
2018 Q2	–	Sell	-3,093	Closed	-$180K	–	592
2018 Q1	$180K	Buy	3,093 +37	+1%	+$2.12K	0.16%	128
2017 Q4	$169K	Buy	+3,056	New	+$169K	0.14%	143

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

One Wealth Advisors's TTE Position: Q1 2023 in Review

One Wealth Advisors sold out of TotalEnergies (TTE) in Q1 2023, closing a stake of 291 shares — an estimated $18.1K sold.

One Wealth Advisors first reported a position in TTE in Q4 2017 and held it in 3 quarters. The position peaked at $180K in Q1 2018. 679 funds tracked by Wall St. Rank hold TTE as of Q1 2023.

One Wealth Advisors reported no remaining TotalEnergies position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 291 TotalEnergies shares in Q1 2023, an estimated $18.1K.
One Wealth Advisors first reported a position in TotalEnergies in Q4 2017 and held it in 3 quarters.
One Wealth Advisors's TotalEnergies position peaked at $180K in Q1 2018.
679 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2023.

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