SYSTM Wealth Solutions’s TotalEnergies TTE Stock Holding History

SYSTM Wealth Solutions’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	-2,815	Closed	-$188K	–	594
2024 Q2	$188K	Sell	2,815 -715	-20%	-$50.8K	0.04%	194
2024 Q1	$244K	Sell	3,530 -390	-10%	-$25.6K	0.03%	374
2023 Q4	$265K	Buy	3,920 +345	+10%	+$23K	0.04%	345
2023 Q3	$235K	Buy	+3,575	New	+$221K	0.04%	407
2023 Q2	–	Sell	-3,661	Closed	-$216K	–	526
2023 Q1	$216K	Sell	3,661 -704	-16%	-$43.3K	0.03%	432
2022 Q4	$271K	Buy	+4,365	New	+$249K	0.03%	455

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

SYSTM Wealth Solutions's TTE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 2,815 shares — an estimated $188K sold.

SYSTM Wealth Solutions first reported a position in TTE in Q4 2022 and held it in 6 quarters. The position peaked at $271K in Q4 2022. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

SYSTM Wealth Solutions reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 2,815 TotalEnergies shares in Q3 2024, an estimated $188K.
SYSTM Wealth Solutions first reported a position in TotalEnergies in Q4 2022 and held it in 6 quarters.
SYSTM Wealth Solutions's TotalEnergies position peaked at $271K in Q4 2022.
790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.