TLWM Financial’s TotalEnergies TTE Stock Holding History

TLWM Financial’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
2021 Q3	–	Sell	-11,642	Closed	-$530K	–	72
2021 Q2	$530K	Buy	+11,642	New	+$545K	0.19%	55

Other funds holding TTE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TLWM Financial's TTE Position: Q3 2021 in Review

TLWM Financial sold out of TotalEnergies (TTE) in Q3 2021, closing a stake of 11,642 shares — an estimated $530K sold.

TLWM Financial first reported a position in TTE in Q2 2021 and held it in 1 quarter. The position peaked at $530K in Q2 2021. 557 funds tracked by Wall St. Rank hold TTE as of Q3 2021.

TLWM Financial reported no remaining TotalEnergies position as of Q3 2021 after selling out during the quarter.
TLWM Financial sold 11,642 TotalEnergies shares in Q3 2021, an estimated $530K.
TLWM Financial first reported a position in TotalEnergies in Q2 2021 and held it in 1 quarter.
TLWM Financial's TotalEnergies position peaked at $530K in Q2 2021.
557 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2021.

Based on TLWM Financial's 13F filing for Q3 2021, filed 12 Nov 2021.