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WealthPlan Investment Management’s TotalEnergies TTE Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-308
Closed -$17.8K – 342
2023
Q2 		$17.8K Buy
+308
New +$18.6K 0.01% 252

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WealthPlan Investment Management's TTE Position: Q3 2023 in Review

WealthPlan Investment Management sold out of TotalEnergies (TTE) in Q3 2023, closing a stake of 308 shares — an estimated $17.8K sold.

WealthPlan Investment Management first reported a position in TTE in Q2 2023 and held it in 1 quarter. The position peaked at $17.8K in Q2 2023. 711 funds tracked by Wall St. Rank hold TTE as of Q3 2023.

  • WealthPlan Investment Management reported no remaining TotalEnergies position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 308 TotalEnergies shares in Q3 2023, an estimated $17.8K.
  • WealthPlan Investment Management first reported a position in TotalEnergies in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's TotalEnergies position peaked at $17.8K in Q2 2023.
  • 711 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.