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Stokes Family Office’s TotalEnergies TTE Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-5,988
Closed -$394K – 336
2023
Q3 		$394K Buy
5,988
+737
+14% +$45.6K 0.05% 207
2023
Q2 		$303K Sell
5,251
-305
-5% -$18.5K 0.04% 235
2023
Q1 		$328K Sell
5,556
-406
-7% -$25K 0.04% 214
2022
Q4 		$370K Sell
5,962
-295
-5% -$16.8K 0.05% 192
2022
Q3 		$291K Buy
6,257
+178
+3% +$8.94K 0.04% 211
2022
Q2 		$320K Sell
6,079
-25
-0.4% -$1.33K 0.04% 201
2022
Q1 		$308K Sell
6,104
-308
-5% -$16.7K 0.04% 205
2021
Q4 		$317K Buy
6,412
+104
+2% +$5.17K 0.04% 186
2021
Q3 		$302K Sell
6,308
-149
-2% -$6.61K 0.04% 184
2021
Q2 		$292K Sell
6,457
-2,135
-25% -$99.9K 0.04% 179
2021
Q1 		$400K Buy
8,592
+3,261
+61% +$149K 0.06% 146
2020
Q4 		$223K Buy
+5,331
New +$206K 0.04% 161

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stokes Family Office's TTE Position: Q4 2023 in Review

Stokes Family Office sold out of TotalEnergies (TTE) in Q4 2023, closing a stake of 5,988 shares — an estimated $394K sold.

Stokes Family Office first reported a position in TTE in Q4 2020 and held it in 12 quarters. The position peaked at $400K in Q1 2021. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

  • Stokes Family Office reported no remaining TotalEnergies position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 5,988 TotalEnergies shares in Q4 2023, an estimated $394K.
  • Stokes Family Office first reported a position in TotalEnergies in Q4 2020 and held it in 12 quarters.
  • Stokes Family Office's TotalEnergies position peaked at $400K in Q1 2021.
  • 744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.