SVA Wealth Management’s TotalEnergies TTE Stock Holding History

SVA 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
2020 Q3	–	Sell	-6,941	Closed	-$267K	–	214
2020 Q2	$267K	Hold	6,941	–	–	0.03%	178
2020 Q1	$258K	Sell	6,941 -156	-2%	-$7.02K	0.03%	174
2019 Q4	$392K	Hold	7,097	–	–	0.04%	165
2019 Q3	$369K	Hold	7,097	–	–	0.04%	164
2019 Q2	$396K	Sell	7,097 -304	-4%	-$16.6K	0.04%	163
2019 Q1	$412K	Buy	+7,401	New	+$412K	0.04%	163

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

SVA Wealth Management's TTE Position: Q3 2020 in Review

SVA Wealth Management sold out of TotalEnergies (TTE) in Q3 2020, closing a stake of 6,941 shares — an estimated $267K sold.

SVA Wealth Management first reported a position in TTE in Q1 2019 and held it in 6 quarters. The position peaked at $412K in Q1 2019. 493 funds tracked by Wall St. Rank hold TTE as of Q3 2020.

SVA Wealth Management reported no remaining TotalEnergies position as of Q3 2020 after selling out during the quarter.
SVA Wealth Management sold 6,941 TotalEnergies shares in Q3 2020, an estimated $267K.
SVA Wealth Management first reported a position in TotalEnergies in Q1 2019 and held it in 6 quarters.
SVA Wealth Management's TotalEnergies position peaked at $412K in Q1 2019.
493 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2020.

Based on SVA Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.