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TFO Wealth Partners’s TotalEnergies TTE Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-53
Closed -$3K – 471
2022
Q2 		$3K Buy
+53
New +$2.83K ﹤0.01% 286
2021
Q4 		– Sell
-43
Closed -$2K – 195
2021
Q3 		$2K Buy
+43
New +$1.91K ﹤0.01% 131

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's TTE Position: Q3 2022 in Review

TFO Wealth Partners sold out of TotalEnergies (TTE) in Q3 2022, closing a stake of 53 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in TTE in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 609 funds tracked by Wall St. Rank hold TTE as of Q3 2022.

  • TFO Wealth Partners reported no remaining TotalEnergies position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 53 TotalEnergies shares in Q3 2022, an estimated $3K.
  • TFO Wealth Partners first reported a position in TotalEnergies in Q3 2021 and held it in 2 quarters.
  • TFO Wealth Partners's TotalEnergies position peaked at $3K in Q2 2022.
  • 609 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.