RWMG
TTE icon

Redwood Wealth Management Group’s TotalEnergies TTE Stock Holding History

Redwood Wealth Management Group’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
2023
Q4 		– Sell
-6,492
Closed -$427K – 149
2023
Q3 		$427K Sell
6,492
-150
-2% -$9.28K 0.5% 64
2023
Q2 		$383K Hold
6,642
– – 0.42% 75
2023
Q1 		$392K Buy
6,642
+500
+8% +$30.8K 0.44% 67
2022
Q4 		$381K Buy
+6,142
New +$351K 0.48% 61

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Redwood Wealth Management Group's TTE Position: Q4 2023 in Review

Redwood Wealth Management Group sold out of TotalEnergies (TTE) in Q4 2023, closing a stake of 6,492 shares — an estimated $427K sold.

Redwood Wealth Management Group first reported a position in TTE in Q4 2022 and held it in 4 quarters. The position peaked at $427K in Q3 2023. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

  • Redwood Wealth Management Group reported no remaining TotalEnergies position as of Q4 2023 after selling out during the quarter.
  • Redwood Wealth Management Group sold 6,492 TotalEnergies shares in Q4 2023, an estimated $427K.
  • Redwood Wealth Management Group first reported a position in TotalEnergies in Q4 2022 and held it in 4 quarters.
  • Redwood Wealth Management Group's TotalEnergies position peaked at $427K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Redwood Wealth Management Group's 13F filing for Q4 2023, filed 25 Jan 2024.