Wagner Wealth Management (South Carolina)’s TotalEnergies TTE Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-100	Closed	-$5K	–	772
2022 Q2	$5K	Buy	+100	New	+$5.33K	﹤0.01%	533
2022 Q1	–	Sell	-100	Closed	-$5K	–	622
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	576
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	549
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	582
2021 Q1	$5K	Buy	+100	New	+$4.56K	﹤0.01%	547
2018 Q3	$18K	Buy	+280	New	+$17.6K	0.01%	358
2017 Q4	–	Hold	0	–	–	–	380

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

Wagner Wealth Management (South Carolina)'s TTE Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of TotalEnergies (TTE) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in TTE in Q3 2018 and held it in 6 quarters. The position peaked at $18K in Q3 2018. 609 funds tracked by Wall St. Rank hold TTE as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining TotalEnergies position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 TotalEnergies shares in Q3 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in TotalEnergies in Q3 2018 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s TotalEnergies position peaked at $18K in Q3 2018.
609 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.