OneDigital Investment Advisors’s TotalEnergies TTE Stock Holding History

OneDigital Investment 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
2024 Q1	–	Sell	-3,502	Closed	-$236K	–	1155
2023 Q4	$236K	Buy	+3,502	New	+$233K	﹤0.01%	996
2019 Q3	–	Sell	-646	Closed	-$36K	–	1107
2019 Q2	$36K	Hold	646	–	–	﹤0.01%	644
2019 Q1	$36K	Sell	646 -61	-9%	-$3.39K	0.01%	570
2018 Q4	$37K	Sell	707 -25	-3%	-$1.43K	0.01%	519
2018 Q3	$47K	Sell	732 -52	-7%	-$3.26K	0.01%	427
2018 Q2	$47K	Sell	784 -63	-7%	-$3.86K	0.01%	521
2018 Q1	$49K	Hold	847	–	–	0.01%	528
2017 Q4	$47K	Buy	847 +2	+0.2%	+$110	0.01%	536
2017 Q3	$45K	Hold	845	–	–	0.02%	407
2017 Q2	$42K	Buy	+845	New	+$43.5K	0.01%	526

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's TTE Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 3,502 shares — an estimated $236K sold.

OneDigital Investment Advisors first reported a position in TTE in Q2 2017 and held it in 10 quarters. The position peaked at $236K in Q4 2023. 773 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

OneDigital Investment Advisors reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 3,502 TotalEnergies shares in Q1 2024, an estimated $236K.
OneDigital Investment Advisors first reported a position in TotalEnergies in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's TotalEnergies position peaked at $236K in Q4 2023.
773 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.