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Planning Capital Management Corporation’s TotalEnergies TTE Stock Holding History

Planning Capital Management Corporation’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
-100
Closed -$6.74K – 702
2023
Q4 		$6.74K Buy
+100
New +$6.67K 0.01% 454

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Capital Management Corporation's TTE Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 100 shares — an estimated $6.74K sold.

Planning Capital Management Corporation first reported a position in TTE in Q4 2023 and held it in 1 quarter. The position peaked at $6.74K in Q4 2023. 773 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 100 TotalEnergies shares in Q1 2024, an estimated $6.74K.
  • Planning Capital Management Corporation first reported a position in TotalEnergies in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's TotalEnergies position peaked at $6.74K in Q4 2023.
  • 773 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.