Sugarloaf Wealth Management’s TotalEnergies TTE Stock Holding History

Sugarloaf Wealth Management’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	$27K	Sell	495 -80	-14%	-$4.87K	0.01%	370
2024 Q3	$37.2K	Buy	575 +80	+16%	+$5.44K	0.01%	340
2024 Q2	$33K	Hold	495	–	–	0.01%	338
2024 Q1	$34.1K	Hold	495	–	–	0.01%	336
2023 Q4	$33.4K	Hold	495	–	–	0.01%	328
2023 Q3	$32.6K	Hold	495	–	–	0.01%	332
2023 Q2	$28.5K	Hold	495	–	–	0.01%	349
2023 Q1	$29.2K	Hold	495	–	–	0.01%	351
2022 Q4	$30.7K	Hold	495	–	–	0.01%	352
2022 Q3	$24K	Hold	495	–	–	0.01%	401
2022 Q2	$26K	Hold	495	–	–	0.01%	380
2022 Q1	$25K	Hold	495	–	–	0.01%	381
2021 Q4	$24K	Hold	495	–	–	0.01%	400
2021 Q3	$24K	Hold	495	–	–	0.01%	391
2021 Q2	$22K	Hold	495	–	–	0.01%	403
2021 Q1	$23	Hold	495	–	–	0.01%	382
2020 Q4	$21K	Hold	495	–	–	0.01%	375
2020 Q3	$17K	Hold	495	–	–	0.01%	383
2020 Q2	$19K	Hold	495	–	–	0.01%	362
2020 Q1	$18K	Hold	495	–	–	0.01%	352
2019 Q4	$27K	Buy	+495	New	+$26.2K	0.01%	332

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sugarloaf Wealth Management's TTE Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its TotalEnergies (TTE) stake by 14% in Q4 2024, selling an estimated $4.87K and leaving 495 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #370.

Sugarloaf Wealth Management first reported a position in TTE in Q4 2019 and has held it in 21 quarters since. The position peaked at $37.2K in Q3 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

Sugarloaf Wealth Management held 495 shares of TotalEnergies worth $27K as of Q4 2024.
Sugarloaf Wealth Management sold 80 TotalEnergies shares in Q4 2024, an estimated $4.87K.
TotalEnergies made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #370 holding.
Sugarloaf Wealth Management first reported a position in TotalEnergies in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's TotalEnergies position peaked at $37.2K in Q3 2024.
797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.