TWM
TE

Tradition Wealth Management’s T1 Energy TE Stock Holding History

Tradition Wealth Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,900
Closed -$4K – 1225
2023
Q4 		$4K Sell
1,900
-1,610
-46% -$4.34K ﹤0.01% 1207
2023
Q3 		$17K Buy
3,510
+1,920
+121% +$13.8K ﹤0.01% 891
2023
Q2 		$15K Buy
1,590
+100
+7% +$751 ﹤0.01% 954
2023
Q1 		$13K Buy
+1,490
New +$12.9K ﹤0.01% 947

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tradition Wealth Management's TE Position: Q1 2024 in Review

Tradition Wealth Management sold out of T1 Energy (TE) in Q1 2024, closing a stake of 1,900 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in TE in Q1 2023 and held it in 4 quarters. The position peaked at $17K in Q3 2023. 110 funds tracked by Wall St. Rank hold TE as of Q1 2024.

  • Tradition Wealth Management reported no remaining T1 Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,900 T1 Energy shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in T1 Energy in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's T1 Energy position peaked at $17K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held T1 Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.