Retirement Group’s TotalEnergies TTE Stock Holding History

Retirement 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 Q3	–	Sell	-82	Closed	-$4.73K	–	828
2023 Q2	$4.73K	Hold	82	–	–	﹤0.01%	517
2023 Q1	$5K	Buy	+82	New	+$5.04K	﹤0.01%	501
2022 Q3	–	Sell	-15	Closed	-$1K	–	785
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	717
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	715
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	685
2021 Q3	$1K	Sell	15 -200	-93%	-$8.87K	﹤0.01%	601
2021 Q2	$10K	Hold	215	–	–	﹤0.01%	417
2021 Q1	$10K	Buy	215 +146	+212%	+$6.66K	﹤0.01%	474
2020 Q4	$2K	Hold	69	–	–	﹤0.01%	586
2020 Q3	$2K	Hold	69	–	–	﹤0.01%	575
2020 Q2	$3K	Buy	+69	New	+$2.56K	﹤0.01%	516
2019 Q4	$1K	Buy	+15	New	+$793	﹤0.01%	627

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Retirement Group's TTE Position: Q3 2023 in Review

Retirement Group sold out of TotalEnergies (TTE) in Q3 2023, closing a stake of 82 shares — an estimated $4.73K sold.

Retirement Group first reported a position in TTE in Q4 2019 and held it in 12 quarters. The position peaked at $10K in Q2 2021. 711 funds tracked by Wall St. Rank hold TTE as of Q3 2023.

Retirement Group reported no remaining TotalEnergies position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 82 TotalEnergies shares in Q3 2023, an estimated $4.73K.
Retirement Group first reported a position in TotalEnergies in Q4 2019 and held it in 12 quarters.
Retirement Group's TotalEnergies position peaked at $10K in Q2 2021.
711 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.