PFGIA
TE

Patriot Financial Group Insurance Agency’s T1 Energy TE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,650
Closed -$61.9K – 510
2023
Q3 		$61.9K Sell
12,650
-1,200
-9% -$8.63K 0.01% 448
2023
Q2 		$129K Buy
13,850
+2,250
+19% +$16.9K 0.02% 447
2023
Q1 		$103K Buy
+11,600
New +$101K 0.02% 438

Other funds holding TE

ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RCP
RIT Capital Partners London, United Kingdom $374M AUM 25.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TE Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of T1 Energy (TE) in Q4 2023, closing a stake of 12,650 shares — an estimated $61.9K sold.

Patriot Financial Group Insurance Agency first reported a position in TE in Q1 2023 and held it in 3 quarters. The position peaked at $129K in Q2 2023. 102 funds tracked by Wall St. Rank hold TE as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining T1 Energy position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,650 T1 Energy shares in Q4 2023, an estimated $61.9K.
  • Patriot Financial Group Insurance Agency first reported a position in T1 Energy in Q1 2023 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's T1 Energy position peaked at $129K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held T1 Energy as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.