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SWM
Segment Wealth Management’s
TotalEnergies
TTE
Stock Holding History
Segment Wealth Management’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
2020
Q1
–
Sell
-5,453
Closed
-$302K
–
232
2019
Q4
$302K
Buy
+5,453
New
+$288K
0.05%
193
2018
Q4
–
Sell
-4,370
Closed
-$282K
–
218
2018
Q3
$282K
Buy
4,370
+8
+0.2%
+$501
0.06%
173
2018
Q2
$264K
Sell
4,362
-445
-9%
-$27.3K
0.06%
169
2018
Q1
$277K
Buy
4,807
+330
+7%
+$18.9K
0.07%
156
2017
Q4
$248K
Sell
4,477
-326
-7%
-$18K
0.06%
173
2017
Q3
$257K
Buy
4,803
+166
+4%
+$8.53K
0.07%
170
2017
Q2
$230K
Buy
+4,637
New
+$239K
0.06%
186
Other funds holding TTE
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
PIF
Public Investment Fund
Al Aqiq District, Riyadh, Saudi Arabia
$12B AUM
0.61%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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