RWB
TTE icon

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 – 668
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 – 450
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
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 $501B 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 $431B AUM 30.22% 1-Year Est. Return