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Stonebridge Financial Planning Group’s TotalEnergies TTE Stock Holding History

Stonebridge Financial Planning 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
2020
Q3 		– Sell
-1,250
Closed -$49K – 404
2020
Q2 		$49K Hold
1,250
– – 0.04% 184
2020
Q1 		$46K Hold
1,250
– – 0.05% 177
2019
Q4 		$69K Buy
+1,250
New +$66.1K 0.06% 154

Other funds holding TTE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stonebridge Financial Planning Group's TTE Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of TotalEnergies (TTE) in Q3 2020, closing a stake of 1,250 shares — an estimated $49K sold.

Stonebridge Financial Planning Group first reported a position in TTE in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 493 funds tracked by Wall St. Rank hold TTE as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining TotalEnergies position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,250 TotalEnergies shares in Q3 2020, an estimated $49K.
  • Stonebridge Financial Planning Group first reported a position in TotalEnergies in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's TotalEnergies position peaked at $69K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.