Sterling Investment Advisors (Pennsylvania)’s TotalEnergies TTE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-500	Closed	-$26K	–	489
2022 Q2	$26K	Hold	500	–	–	0.01%	299
2022 Q1	$25K	Buy	+500	New	+$27.1K	0.01%	337
2017 Q3	–	Sell	-8,803	Closed	-$5K	–	371
2017 Q2	$5K	Sell	8,803 -157,989	-95%	-$87.7K	﹤0.01%	331
2017 Q1	$91K	Sell	166,792 -16,829,422	-99%	-$1.98M	0.07%	135
2016 Q4	$107K	Buy	+16,996,214	New	+$102K	0.09%	114

Other funds holding TTE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TTE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of TotalEnergies (TTE) in Q3 2022, closing a stake of 500 shares — an estimated $26K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TTE in Q4 2016 and held it in 5 quarters. The position peaked at $107K in Q4 2016. 609 funds tracked by Wall St. Rank hold TTE as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining TotalEnergies position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 500 TotalEnergies shares in Q3 2022, an estimated $26K.
Sterling Investment Advisors (Pennsylvania) first reported a position in TotalEnergies in Q4 2016 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s TotalEnergies position peaked at $107K in Q4 2016.
609 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.