The Family Firm’s TotalEnergies TTE Stock Holding History

The Family Firm’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	-14	Closed	-$934	–	789
2024 Q2	$934	Buy	+14	New	+$995	﹤0.01%	838

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

The Family Firm's TTE Position: Q3 2024 in Review

The Family Firm sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 14 shares — an estimated $934 sold.

The Family Firm first reported a position in TTE in Q2 2024 and held it in 1 quarter. The position peaked at $934 in Q2 2024. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

The Family Firm reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 14 TotalEnergies shares in Q3 2024, an estimated $934.
The Family Firm first reported a position in TotalEnergies in Q2 2024 and held it in 1 quarter.
The Family Firm's TotalEnergies position peaked at $934 in Q2 2024.
790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.