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SevenBridge Financial Group’s TotalEnergies TTE Stock Holding History

SevenBridge 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
2024
Q4 		– Sell
-3,520
Closed -$215K – 229
2024
Q3 		$215K Sell
3,520
-100
-3% -$6.79K 0.04% 210
2024
Q2 		$235K Sell
3,620
-147
-4% -$10.5K 0.05% 187
2024
Q1 		$270K Sell
3,767
-2
-0.1% -$131 0.06% 173
2023
Q4 		$254K Hold
3,769
– – 0.06% 169
2023
Q3 		$248K Sell
3,769
-178
-5% -$11K 0.06% 162
2023
Q2 		$228K Sell
3,947
-391
-9% -$23.7K 0.06% 166
2023
Q1 		$256K Buy
+4,338
New +$267K 0.07% 158
2022
Q4 		– Sell
-4,821
Closed -$224K – 185
2022
Q3 		$224K Buy
4,821
+193
+4% +$9.7K 0.08% 158
2022
Q2 		$244K Buy
+4,628
New +$247K 0.1% 128
2020
Q3 		– Sell
-6,470
Closed -$249K – 139
2020
Q2 		$249K Sell
6,470
-985
-13% -$36.5K 0.12% 117
2020
Q1 		$278K Sell
7,455
-449
-6% -$20.2K 0.16% 103
2019
Q4 		$437K Sell
7,904
-17
-0.2% -$899 0.11% 105
2019
Q3 		$412K Buy
+7,921
New +$411K 0.22% 93
2019
Q2 		– Sell
-10,616
Closed -$591K – 658
2019
Q1 		$591K Sell
10,616
-317
-3% -$17.6K 0.22% 82
2018
Q4 		$570K Sell
10,933
-120
-1% -$6.88K 0.35% 72
2018
Q3 		$712K Hold
11,053
– – 0.38% 71
2018
Q2 		$669K Hold
11,053
– – 0.37% 75
2018
Q1 		$638K Hold
11,053
– – 0.37% 74
2017
Q4 		$611K Buy
11,053
+271
+3% +$15K 0.34% 77
2017
Q3 		$577K Buy
10,782
+1,442
+15% +$74.1K 0.33% 81
2017
Q2 		$463K Buy
+9,340
New +$481K 0.28% 86

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SevenBridge Financial Group's TTE Position: Q4 2024 in Review

SevenBridge Financial Group sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 3,520 shares — an estimated $215K sold.

SevenBridge Financial Group first reported a position in TTE in Q2 2017 and held it in 21 quarters. The position peaked at $712K in Q3 2018. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • SevenBridge Financial Group reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • SevenBridge Financial Group sold 3,520 TotalEnergies shares in Q4 2024, an estimated $215K.
  • SevenBridge Financial Group first reported a position in TotalEnergies in Q2 2017 and held it in 21 quarters.
  • SevenBridge Financial Group's TotalEnergies position peaked at $712K in Q3 2018.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on SevenBridge Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.