Sage Financial Group’s TotalEnergies TTE Stock Holding History

Sage Financial 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
2021 Q3	–	Sell	-12,265	Closed	-$555K	–	72
2021 Q2	$555K	Hold	12,265	–	–	0.07%	44
2021 Q1	$571K	Hold	12,265	–	–	0.07%	42
2020 Q4	$514K	Hold	12,265	–	–	0.07%	43
2020 Q3	$421K	Hold	12,265	–	–	0.07%	41
2020 Q2	$472K	Hold	12,265	–	–	0.09%	41
2020 Q1	$457K	Hold	12,265	–	–	0.09%	40
2019 Q4	$678K	Hold	12,265	–	–	0.09%	41
2019 Q3	$638K	Hold	12,265	–	–	0.1%	42
2019 Q2	$684K	Hold	12,265	–	–	0.1%	43
2019 Q1	$683K	Hold	12,265	–	–	0.11%	46
2018 Q4	$640K	Hold	12,265	–	–	0.11%	45
2018 Q3	$790K	Hold	12,265	–	–	0.16%	29
2018 Q2	$743K	Hold	12,265	–	–	0.16%	28
2018 Q1	$708K	Hold	12,265	–	–	0.16%	26
2017 Q4	$678K	Hold	12,265	–	–	0.13%	32
2017 Q3	$656K	Hold	12,265	–	–	0.14%	27
2017 Q2	$608K	Hold	12,265	–	–	0.14%	28
2017 Q1	$618K	Hold	12,265	–	–	0.15%	26
2016 Q4	$625K	Hold	12,265	–	–	0.16%	27
2016 Q3	$585K	Hold	12,265	–	–	0.17%	25
2016 Q2	$590K	Hold	12,265	–	–	0.19%	22
2016 Q1	$557K	Hold	12,265	–	–	0.19%	21
2015 Q4	$551K	Buy	+12,265	New	+$594K	0.18%	27

Other funds holding TTE

Fisher Asset Management

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

T. Rowe Price Associates

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

Fidelity Investments

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return