Wealthcare Advisory Partners’s TotalEnergies TTE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-537	Closed	-$25K	–	1762
2021 Q1	$25K	Buy	+537	New	+$24.5K	﹤0.01%	1127
2020 Q2	–	Sell	-671	Closed	-$25K	–	1269
2020 Q1	$25K	Buy	671 +101	+18%	+$4.54K	﹤0.01%	678
2019 Q4	$32K	Sell	570 -1,168	-67%	-$61.8K	﹤0.01%	646
2019 Q3	$90K	Buy	1,738 +229	+15%	+$11.9K	0.01%	416
2019 Q2	$84K	Hold	1,509	–	–	0.01%	414
2019 Q1	$84K	Buy	1,509 +310	+26%	+$17.2K	0.01%	366
2018 Q4	$63K	Hold	1,199	–	–	0.01%	390
2018 Q3	$77K	Sell	1,199 -215	-15%	-$13.5K	0.01%	380
2018 Q2	$86K	Buy	1,414 +94	+7%	+$5.76K	0.02%	360
2018 Q1	$76K	Sell	1,320 -208	-14%	-$11.9K	0.02%	330
2017 Q4	$84K	Buy	1,528 +43	+3%	+$2.37K	0.02%	289
2017 Q3	$79K	Buy	+1,485	New	+$76.3K	0.02%	247

Other funds holding TTE

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

American Century Companies

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

Lord, Abbett & Co

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