Safeguard Financial’s TotalEnergies TTE Stock Holding History

Safeguard Financial’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	-514	Closed	-$29K	–	512
2023 Q2	$29K	Buy	+514	New	+$31.1K	0.01%	215

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

Safeguard Financial's TTE Position: Q3 2023 in Review

Safeguard Financial sold out of TotalEnergies (TTE) in Q3 2023, closing a stake of 514 shares — an estimated $29K sold.

Safeguard Financial first reported a position in TTE in Q2 2023 and held it in 1 quarter. The position peaked at $29K in Q2 2023. 711 funds tracked by Wall St. Rank hold TTE as of Q3 2023.

Safeguard Financial reported no remaining TotalEnergies position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 514 TotalEnergies shares in Q3 2023, an estimated $29K.
Safeguard Financial first reported a position in TotalEnergies in Q2 2023 and held it in 1 quarter.
Safeguard Financial's TotalEnergies position peaked at $29K in Q2 2023.
711 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.