PMA
TTE icon

Prudent Man Advisors’s TotalEnergies TTE Stock Holding History

Prudent Man 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
Q1 		– Sell
-3,353
Closed -$226K – 193
2023
Q4 		$226K Sell
3,353
-631
-16% -$42.1K 0.08% 157
2023
Q3 		$262K Sell
3,984
-138
-3% -$8.53K 0.1% 145
2023
Q2 		$238K Hold
4,122
– – 0.09% 166
2023
Q1 		$243K Hold
4,122
– – 0.1% 153
2022
Q4 		$256K Buy
+4,122
New +$235K 0.1% 157
2021
Q4 		– Sell
-4,245
Closed -$203K – 211
2021
Q3 		$203K Buy
+4,245
New +$188K 0.08% 199
2020
Q3 		– Sell
-5,248
Closed -$202K – 173
2020
Q2 		$202K Buy
+5,248
New +$194K 0.18% 143

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

Prudent Man Advisors's TTE Position: Q1 2024 in Review

Prudent Man Advisors sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 3,353 shares — an estimated $226K sold.

Prudent Man Advisors first reported a position in TTE in Q2 2020 and held it in 7 quarters. The position peaked at $262K in Q3 2023. 773 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

  • Prudent Man Advisors reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 3,353 TotalEnergies shares in Q1 2024, an estimated $226K.
  • Prudent Man Advisors first reported a position in TotalEnergies in Q2 2020 and held it in 7 quarters.
  • Prudent Man Advisors's TotalEnergies position peaked at $262K in Q3 2023.
  • 773 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on Prudent Man Advisors's 13F filing for Q1 2024, filed 14 May 2024.