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Reston Wealth Management’s TotalEnergies TTE Stock Holding History

Reston 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
2024
Q4 		– Sell
-212
Closed -$13.7K – 399
2024
Q3 		$13.7K Buy
+212
New +$14.4K 0.01% 219

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Reston Wealth Management's TTE Position: Q4 2024 in Review

Reston Wealth Management sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 212 shares — an estimated $13.7K sold.

Reston Wealth Management first reported a position in TTE in Q3 2024 and held it in 1 quarter. The position peaked at $13.7K in Q3 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Reston Wealth Management reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 212 TotalEnergies shares in Q4 2024, an estimated $13.7K.
  • Reston Wealth Management first reported a position in TotalEnergies in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's TotalEnergies position peaked at $13.7K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.