PVWM
TTE icon

Point View Wealth Management’s TotalEnergies TTE Stock Holding History

Point View Wealth Management’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
2020
Q4 		$348K Sell
8,295
-1,004
-11% -$38.7K 0.14% 186
2020
Q3 		$319K Sell
9,299
-1,334
-13% -$50.8K 0.15% 182
2020
Q2 		$409K Sell
10,633
-1,522
-13% -$56.4K 0.2% 153
2020
Q1 		$453K Buy
12,155
+843
+7% +$37.9K 0.25% 130
2019
Q4 		$626K Buy
11,312
+1,397
+14% +$73.9K 0.26% 128
2019
Q3 		$516K Sell
9,915
-314
-3% -$16.3K 0.23% 137
2019
Q2 		$571K Sell
10,229
-144
-1% -$7.86K 0.24% 132
2019
Q1 		$577K Buy
10,373
+139
+1% +$7.73K 0.26% 129
2018
Q4 		$534K Hold
10,234
– – 0.27% 126
2018
Q3 		$659K Sell
10,234
-252
-2% -$15.8K 0.29% 120
2018
Q2 		$635K Buy
10,486
+247
+2% +$15.1K 0.29% 119
2018
Q1 		$591K Sell
10,239
-130
-1% -$7.45K 0.28% 123
2017
Q4 		$573K Sell
10,369
-754
-7% -$41.6K 0.27% 131
2017
Q3 		$596K Buy
11,123
+551
+5% +$28.3K 0.29% 126
2017
Q2 		$524K Buy
10,572
+2,610
+33% +$134K 0.26% 135
2017
Q1 		$401K Buy
7,962
+1,135
+17% +$57.3K 0.21% 152
2016
Q4 		$348K Buy
6,827
+646
+10% +$31.1K 0.2% 157
2016
Q3 		$295K Buy
6,181
+237
+4% +$11.3K 0.17% 166
2016
Q2 		$286K Hold
5,944
– – 0.17% 167
2016
Q1 		$270K Sell
5,944
-128
-2% -$5.64K 0.17% 169
2015
Q4 		$273K Hold
6,072
– – 0.2% 154
2015
Q3 		$271K Buy
6,072
+236
+4% +$11.1K 0.22% 143
2015
Q2 		$287K Sell
5,836
-585
-9% -$30.3K 0.22% 148
2015
Q1 		$319K Sell
6,421
-392
-6% -$20.1K 0.25% 133
2014
Q4 		$349K Sell
6,813
-126
-2% -$7.1K 0.26% 125
2014
Q3 		$447K Hold
6,939
– – 0.38% 98
2014
Q2 		$501K Sell
6,939
-1,098
-14% -$76.9K 0.43% 84
2014
Q1 		$527K Sell
8,037
-229
-3% -$14.1K 0.48% 75
2013
Q4 		$506K Buy
+8,266
New +$492K 0.48% 77

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Point View Wealth Management's TTE Position: Q4 2020 in Review

Point View Wealth Management reduced its TotalEnergies (TTE) stake by 11% in Q4 2020, selling an estimated $38.7K and leaving 8,295 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #186.

Point View Wealth Management first reported a position in TTE in Q4 2013 and has held it in 29 quarters since. The position peaked at $659K in Q3 2018. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

  • Point View Wealth Management held 8,295 shares of TotalEnergies worth $348K as of Q4 2020.
  • Point View Wealth Management sold 1,004 TotalEnergies shares in Q4 2020, an estimated $38.7K.
  • TotalEnergies made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #186 holding.
  • Point View Wealth Management first reported a position in TotalEnergies in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's TotalEnergies position peaked at $659K in Q3 2018.
  • 526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.