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VisionPoint Advisory Group’s TotalEnergies TTE Stock Holding History

VisionPoint Advisory Group’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
-50
Closed -$3.33K – 742
2024
Q2 		$3.33K Hold
50
– – ﹤0.01% 603
2024
Q1 		$3.44K Hold
50
– – ﹤0.01% 604
2023
Q4 		$3.37K Buy
+50
New +$3.33K ﹤0.01% 553

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VisionPoint Advisory Group's TTE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 50 shares — an estimated $3.33K sold.

VisionPoint Advisory Group first reported a position in TTE in Q4 2023 and held it in 3 quarters. The position peaked at $3.44K in Q1 2024. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 TotalEnergies shares in Q3 2024, an estimated $3.33K.
  • VisionPoint Advisory Group first reported a position in TotalEnergies in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's TotalEnergies position peaked at $3.44K in Q1 2024.
  • 790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.