Sargent Bickham Lagudis’s TotalEnergies TTE Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-29	Closed	-$1K	–	1090
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	950
2022 Q2	$2K	Hold	29	–	–	﹤0.01%	945
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	935
2021 Q4	$1K	Sell	29 -135	-82%	-$6.72K	﹤0.01%	934
2021 Q3	$8K	Sell	164 -27	-14%	-$1.2K	﹤0.01%	758
2021 Q2	$9K	Buy	191 +162	+559%	+$7.58K	﹤0.01%	732
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	907
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	848
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	769
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	753
2020 Q1	$1K	Sell	29 -800	-97%	-$36K	﹤0.01%	759
2019 Q4	$46K	Buy	829 +500	+152%	+$26.4K	0.01%	396
2019 Q3	$17K	Hold	329	–	–	﹤0.01%	497
2019 Q2	$18K	Hold	329	–	–	﹤0.01%	516
2019 Q1	$18K	Buy	+329	New	+$18.3K	﹤0.01%	527

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Sargent Bickham Lagudis's TTE Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of TotalEnergies (TTE) in Q4 2022, closing a stake of 29 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in TTE in Q1 2019 and held it in 15 quarters. The position peaked at $46K in Q4 2019. 670 funds tracked by Wall St. Rank hold TTE as of Q4 2022.

Sargent Bickham Lagudis reported no remaining TotalEnergies position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 29 TotalEnergies shares in Q4 2022, an estimated $1K.
Sargent Bickham Lagudis first reported a position in TotalEnergies in Q1 2019 and held it in 15 quarters.
Sargent Bickham Lagudis's TotalEnergies position peaked at $46K in Q4 2019.
670 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.