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Optimum Investment Advisors’s TotalEnergies TTE Stock Holding History

Optimum 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
-111
Closed -$7.48K – 664
2023
Q4 		$7.48K Hold
111
– – ﹤0.01% 535
2023
Q3 		$7.3K Sell
111
-50
-31% -$3.09K ﹤0.01% 577
2023
Q2 		$9.28K Hold
161
– – ﹤0.01% 558
2023
Q1 		$9.51K Hold
161
– – 0.01% 570
2022
Q4 		$9.99K Hold
161
– – 0.01% 569
2022
Q3 		$7K Hold
161
– – ﹤0.01% 625
2022
Q2 		$8K Hold
161
– – ﹤0.01% 630
2022
Q1 		$8K Buy
161
+111
+222% +$6.01K ﹤0.01% 678
2021
Q4 		$2K Hold
50
– – ﹤0.01% 788
2021
Q3 		$2K Hold
50
– – ﹤0.01% 802
2021
Q2 		$2K Hold
50
– – ﹤0.01% 871
2021
Q1 		$2K Hold
50
– – ﹤0.01% 874
2020
Q4 		$2K Sell
50
-300
-86% -$11.6K ﹤0.01% 839
2020
Q3 		$12K Hold
350
– – ﹤0.01% 680
2020
Q2 		$13K Sell
350
-835
-70% -$30.9K ﹤0.01% 664
2020
Q1 		$44K Sell
1,185
-808
-41% -$36.3K 0.02% 450
2019
Q4 		$110K Buy
1,993
+52
+3% +$2.75K 0.03% 380
2019
Q3 		$101K Buy
1,941
+249
+15% +$12.9K 0.03% 378
2019
Q2 		$94K Buy
1,692
+7
+0.4% +$382 0.03% 390
2019
Q1 		$94K Hold
1,685
– – 0.03% 390
2018
Q4 		$88K Hold
1,685
– – 0.03% 374
2018
Q3 		$108K Sell
1,685
-200
-11% -$12.5K 0.03% 387
2018
Q2 		$114K Hold
1,885
– – 0.03% 385
2018
Q1 		$109K Buy
+1,885
New +$108K 0.03% 391
2015
Q1 		$53K Buy
1,070
+470
+78% +$24.1K 0.02% 499
2014
Q4 		$31K Hold
600
– – 0.01% 618
2014
Q3 		$39K Hold
600
– – 0.01% 519
2014
Q2 		$43K Hold
600
– – 0.01% 521
2014
Q1 		$39K Hold
600
– – 0.01% 428
2013
Q4 		$37K Hold
600
– – 0.01% 431
2013
Q3 		$35K Buy
+600
New +$32.4K 0.01% 417

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Optimum Investment Advisors sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 111 shares — an estimated $7.48K sold.

Optimum Investment Advisors first reported a position in TTE in Q3 2013 and held it in 31 quarters. The position peaked at $114K in Q2 2018. 772 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Optimum Investment Advisors reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 111 TotalEnergies shares in Q1 2024, an estimated $7.48K.
  • Optimum Investment Advisors first reported a position in TotalEnergies in Q3 2013 and held it in 31 quarters.
  • Optimum Investment Advisors's TotalEnergies position peaked at $114K in Q2 2018.
  • 772 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.