Ropes Wealth Advisors’s TotalEnergies TTE Stock Holding History

Ropes Wealth Advisors’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
2022 Q2	–	Sell	-19,571	Closed	-$989K	–	287
2022 Q1	$989K	Buy	+19,571	New	+$1.06M	0.17%	125
2021 Q1	–	Sell	-1,560	Closed	-$65K	–	747
2020 Q4	$65K	Buy	1,560 +1,135	+267%	+$43.8K	0.01%	351
2020 Q3	$15K	Hold	425	–	–	﹤0.01%	483
2020 Q2	$16K	Sell	425 -416	-49%	-$15.4K	﹤0.01%	414
2020 Q1	$31K	Hold	841	–	–	0.01%	326
2019 Q4	$47K	Hold	841	–	–	0.01%	337
2019 Q3	$44K	Hold	841	–	–	0.01%	350
2019 Q2	$47K	Hold	841	–	–	0.01%	344
2019 Q1	$47K	Hold	841	–	–	0.01%	341
2018 Q4	$44K	Hold	841	–	–	0.01%	318
2018 Q3	$54K	Buy	841 +377	+81%	+$23.6K	0.01%	327
2018 Q2	$28K	Hold	464	–	–	0.01%	395
2018 Q1	$27K	Hold	464	–	–	0.01%	380
2017 Q4	$26K	Buy	464 +48	+12%	+$2.65K	0.01%	408
2017 Q3	$22K	Hold	416	–	–	0.01%	400
2017 Q2	$21K	Hold	416	–	–	0.01%	393
2017 Q1	$21K	Sell	416 -600	-59%	-$30.3K	0.01%	397
2016 Q4	$52K	Hold	1,016	–	–	0.02%	313
2016 Q3	$48K	Hold	1,016	–	–	0.02%	280
2016 Q2	$49K	Buy	+1,016	New	+$48.7K	0.02%	261

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

MSE

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Ropes Wealth Advisors's TTE Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of TotalEnergies (TTE) in Q2 2022, closing a stake of 19,571 shares — an estimated $989K sold.

Ropes Wealth Advisors first reported a position in TTE in Q2 2016 and held it in 20 quarters. The position peaked at $989K in Q1 2022. 643 funds tracked by Wall St. Rank hold TTE as of Q2 2022.

Ropes Wealth Advisors reported no remaining TotalEnergies position as of Q2 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 19,571 TotalEnergies shares in Q2 2022, an estimated $989K.
Ropes Wealth Advisors first reported a position in TotalEnergies in Q2 2016 and held it in 20 quarters.
Ropes Wealth Advisors's TotalEnergies position peaked at $989K in Q1 2022.
643 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.