Summit Wealth & Retirement Planning’s TotalEnergies TTE Stock Holding History

Summit Wealth & Retirement Planning’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	-6,731	Closed	-$259K	–	114
2020 Q2	$259K	Sell	6,731 -1,063	-14%	-$39.4K	0.12%	100
2020 Q1	$290K	Sell	7,794 -578	-7%	-$26K	0.16%	93
2019 Q4	$463K	Sell	8,372 -4,609	-36%	-$244K	0.21%	85
2019 Q3	$675K	Sell	12,981 -801	-6%	-$41.5K	0.41%	58
2019 Q2	$769K	Sell	13,782 -975	-7%	-$53.2K	0.45%	53
2019 Q1	$821K	Buy	+14,757	New	+$821K	0.49%	51

Other funds holding TTE

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Wealth & Retirement Planning's TTE Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of TotalEnergies (TTE) in Q3 2020, closing a stake of 6,731 shares — an estimated $259K sold.

Summit Wealth & Retirement Planning first reported a position in TTE in Q1 2019 and held it in 6 quarters. The position peaked at $821K in Q1 2019. 493 funds tracked by Wall St. Rank hold TTE as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining TotalEnergies position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 6,731 TotalEnergies shares in Q3 2020, an estimated $259K.
Summit Wealth & Retirement Planning first reported a position in TotalEnergies in Q1 2019 and held it in 6 quarters.
Summit Wealth & Retirement Planning's TotalEnergies position peaked at $821K in Q1 2019.
493 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.