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Wealthspire Advisors (Maryland)’s TotalEnergies TTE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-5,433
Closed -$202K – 474
2020
Q1 		$202K Sell
5,433
-438
-7% -$19.7K 0.02% 393
2019
Q4 		$325K Buy
5,871
+354
+6% +$18.7K 0.02% 357
2019
Q3 		$287K Sell
5,517
-261
-5% -$13.5K 0.02% 355
2019
Q2 		$322K Sell
5,778
-407
-7% -$22.2K 0.02% 335
2019
Q1 		$344K Buy
6,185
+36
+0.6% +$2K 0.03% 324
2018
Q4 		$321K Sell
6,149
-1,375
-18% -$78.8K 0.03% 309
2018
Q3 		$484K Sell
7,524
-510
-6% -$32K 0.04% 252
2018
Q2 		$487K Sell
8,034
-924
-10% -$56.6K 0.04% 243
2018
Q1 		$517K Sell
8,958
-783
-8% -$44.9K 0.05% 239
2017
Q4 		$538K Buy
9,741
+2,460
+34% +$136K 0.05% 240
2017
Q3 		$390K Sell
7,281
-3,284
-31% -$169K 0.04% 296
2017
Q2 		$524K Buy
10,565
+2,338
+28% +$120K 0.06% 219
2017
Q1 		$415K Buy
8,227
+366
+5% +$18.5K 0.06% 219
2016
Q4 		$401K Sell
7,861
-364
-4% -$17.5K 0.06% 212
2016
Q3 		$392K Sell
8,225
-215
-3% -$10.3K 0.06% 216
2016
Q2 		$406K Buy
8,440
+985
+13% +$47.2K 0.07% 199
2016
Q1 		$339K Buy
7,455
+3,281
+79% +$145K 0.06% 223
2015
Q4 		$188K Buy
+4,174
New +$202K 0.04% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TTE Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 5,433 shares — an estimated $202K sold.

Wealthspire Advisors (Maryland) first reported a position in TTE in Q4 2015 and held it in 18 quarters. The position peaked at $538K in Q4 2017. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,433 TotalEnergies shares in Q2 2020, an estimated $202K.
  • Wealthspire Advisors (Maryland) first reported a position in TotalEnergies in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s TotalEnergies position peaked at $538K in Q4 2017.
  • 523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.