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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sage Financial Group's TTE Position: Q3 2021 in Review

Sage Financial Group sold out of TotalEnergies (TTE) in Q3 2021, closing a stake of 12,265 shares — an estimated $555K sold.

Sage Financial Group first reported a position in TTE in Q4 2015 and held it in 23 quarters. The position peaked at $790K in Q3 2018. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

Sage Financial Group reported no remaining TotalEnergies position as of Q3 2021 after selling out during the quarter.
Sage Financial Group sold 12,265 TotalEnergies shares in Q3 2021, an estimated $555K.
Sage Financial Group first reported a position in TotalEnergies in Q4 2015 and held it in 23 quarters.
Sage Financial Group's TotalEnergies position peaked at $790K in Q3 2018.
557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on Sage Financial Group's 13F filing for Q3 2021, filed 8 Nov 2021.