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WESPAC Advisors’s TotalEnergies TTE Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-9,244
Closed -$597K – 181
2024
Q3 		$597K Buy
9,244
+1,699
+23% +$115K 0.44% 81
2024
Q2 		$503K Buy
+7,545
New +$536K 0.39% 90
2021
Q2 		– Sell
-21,312
Closed -$992K – 161
2021
Q1 		$992K Buy
+21,312
New +$972K 0.74% 59
2020
Q1 		– Sell
-7,009
Closed -$388K – 85
2019
Q4 		$388K Buy
+7,009
New +$371K 0.38% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WESPAC Advisors's TTE Position: Q4 2024 in Review

WESPAC Advisors sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 9,244 shares — an estimated $597K sold.

WESPAC Advisors first reported a position in TTE in Q4 2019 and held it in 4 quarters. The position peaked at $992K in Q1 2021. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • WESPAC Advisors reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • WESPAC Advisors sold 9,244 TotalEnergies shares in Q4 2024, an estimated $597K.
  • WESPAC Advisors first reported a position in TotalEnergies in Q4 2019 and held it in 4 quarters.
  • WESPAC Advisors's TotalEnergies position peaked at $992K in Q1 2021.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.