TRUE Private Wealth Advisors’s TotalEnergies TTE Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-1,707	Closed	-$72K	–	665
2020 Q4	$72K	Sell	1,707 -218	-11%	-$8.41K	0.01%	313
2020 Q3	$67K	Hold	1,925	–	–	0.01%	297
2020 Q2	$75K	Sell	1,925 -110	-5%	-$4.07K	0.01%	278
2020 Q1	$77K	Hold	2,035	–	–	0.02%	242
2019 Q4	$112K	Buy	+2,035	New	+$108K	0.02%	277
2019 Q3	–	Sell	-1,851	Closed	-$103K	–	680
2019 Q2	$103K	Buy	+1,851	New	+$101K	0.02%	259
2018 Q4	–	Sell	-1,786	Closed	-$116K	–	860
2018 Q3	$116K	Buy	+1,786	New	+$112K	0.02%	329

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TRUE Private Wealth Advisors's TTE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of TotalEnergies (TTE) in Q1 2021, closing a stake of 1,707 shares — an estimated $72K sold.

TRUE Private Wealth Advisors first reported a position in TTE in Q3 2018 and held it in 7 quarters. The position peaked at $116K in Q3 2018. 547 funds tracked by Wall St. Rank hold TTE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining TotalEnergies position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,707 TotalEnergies shares in Q1 2021, an estimated $72K.
TRUE Private Wealth Advisors first reported a position in TotalEnergies in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's TotalEnergies position peaked at $116K in Q3 2018.
547 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.