RMR Wealth Builders’s TotalEnergies TTE Stock Holding History

RMR Wealth Builders’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	-3,105	Closed	-$209K	–	264
2023 Q4	$209K	Buy	+3,105	New	+$207K	0.03%	221
2023 Q3	–	Sell	-3,700	Closed	-$213K	–	235
2023 Q2	$213K	Hold	3,700	–	–	0.04%	199
2023 Q1	$218K	Sell	3,700 -691	-16%	-$42.5K	0.04%	193
2022 Q4	$273K	Buy	+4,391	New	+$251K	0.06%	152
2022 Q3	–	Sell	-3,934	Closed	-$210K	–	213
2022 Q2	$210K	Buy	+3,934	New	+$210K	0.05%	183
2021 Q2	–	Sell	-763	Closed	-$36K	–	666
2021 Q1	$36K	Hold	763	–	–	0.01%	420
2020 Q4	$32K	Buy	+763	New	+$29.4K	0.02%	304
2020 Q3	–	Sell	-1,231	Closed	-$47K	–	448
2020 Q2	$47K	Buy	+1,231	New	+$45.6K	0.04%	231
2019 Q4	$68K	Buy	+1,231	New	+$65.1K	0.07%	203

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's TTE Position: Q1 2024 in Review

RMR Wealth Builders sold out of TotalEnergies (TTE) in Q1 2024, closing a stake of 3,105 shares — an estimated $209K sold.

RMR Wealth Builders first reported a position in TTE in Q4 2019 and held it in 9 quarters. The position peaked at $273K in Q4 2022. 772 funds tracked by Wall St. Rank hold TTE as of Q1 2024.

RMR Wealth Builders reported no remaining TotalEnergies position as of Q1 2024 after selling out during the quarter.
RMR Wealth Builders sold 3,105 TotalEnergies shares in Q1 2024, an estimated $209K.
RMR Wealth Builders first reported a position in TotalEnergies in Q4 2019 and held it in 9 quarters.
RMR Wealth Builders's TotalEnergies position peaked at $273K in Q4 2022.
772 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2024.

Based on RMR Wealth Builders's 13F filing for Q1 2024, filed 15 Apr 2024.