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Personal Wealth Partners’s TotalEnergies TTE Stock Holding History

Personal 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
Q3 		– Sell
-500
Closed -$23K – 369
2021
Q2 		$23K Buy
+500
New +$23.4K 0.01% 200
2020
Q1 		– Sell
-545
Closed -$30K – 563
2019
Q4 		$30K Hold
545
– – 0.01% 174
2019
Q3 		$28K Hold
545
– – 0.01% 179
2019
Q2 		$30K Buy
+545
New +$29.8K 0.01% 154

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal Wealth Partners's TTE Position: Q3 2021 in Review

Personal Wealth Partners sold out of TotalEnergies (TTE) in Q3 2021, closing a stake of 500 shares — an estimated $23K sold.

Personal Wealth Partners first reported a position in TTE in Q2 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

  • Personal Wealth Partners reported no remaining TotalEnergies position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 500 TotalEnergies shares in Q3 2021, an estimated $23K.
  • Personal Wealth Partners first reported a position in TotalEnergies in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's TotalEnergies position peaked at $30K in Q4 2019.
  • 557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.