Selective Wealth Management’s TotalEnergies TTE Stock Holding History

Selective 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
2022 Q4	–	Sell	-259	Closed	-$12K	–	674
2022 Q3	$12K	Hold	259	–	–	0.01%	502
2022 Q2	$14K	Hold	259	–	–	0.01%	523
2022 Q1	$13K	Buy	+259	New	+$14K	﹤0.01%	507
2020 Q3	–	Sell	-85	Closed	-$3K	–	411
2020 Q2	$3K	Hold	85	–	–	﹤0.01%	361
2020 Q1	$3K	Buy	+85	New	+$3.82K	﹤0.01%	256

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

Selective Wealth Management's TTE Position: Q4 2022 in Review

Selective Wealth Management sold out of TotalEnergies (TTE) in Q4 2022, closing a stake of 259 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in TTE in Q1 2020 and held it in 5 quarters. The position peaked at $14K in Q2 2022. 670 funds tracked by Wall St. Rank hold TTE as of Q4 2022.

Selective Wealth Management reported no remaining TotalEnergies position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 259 TotalEnergies shares in Q4 2022, an estimated $12K.
Selective Wealth Management first reported a position in TotalEnergies in Q1 2020 and held it in 5 quarters.
Selective Wealth Management's TotalEnergies position peaked at $14K in Q2 2022.
670 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.