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Prevail Innovative Wealth Advisors’s TotalEnergies TTE Stock Holding History

Prevail Innovative Wealth 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
Q2 		– Sell
-31,111
Closed -$2.14M – 190
2024
Q1 		$2.14M Buy
+31,111
New +$2.04M 0.8% 54

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prevail Innovative Wealth Advisors's TTE Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of TotalEnergies (TTE) in Q2 2024, closing a stake of 31,111 shares — an estimated $2.14M sold.

Prevail Innovative Wealth Advisors first reported a position in TTE in Q1 2024 and held it in 1 quarter. The position peaked at $2.14M in Q1 2024. 789 funds tracked by Wall St. Rank hold TTE as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining TotalEnergies position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 31,111 TotalEnergies shares in Q2 2024, an estimated $2.14M.
  • Prevail Innovative Wealth Advisors first reported a position in TotalEnergies in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's TotalEnergies position peaked at $2.14M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.