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Strategic Financial Concepts’s TotalEnergies TTE Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-30,633
Closed -$38K – 699
2024
Q2 		$38K Buy
+30,633
New +$2.18M 0.02% 268

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Financial Concepts's TTE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 30,633 shares — an estimated $38K sold.

Strategic Financial Concepts first reported a position in TTE in Q2 2024 and held it in 1 quarter. The position peaked at $38K in Q2 2024. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 30,633 TotalEnergies shares in Q3 2024, an estimated $38K.
  • Strategic Financial Concepts first reported a position in TotalEnergies in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's TotalEnergies position peaked at $38K in Q2 2024.
  • 790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.