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Wetzel Investment Advisors’s TotalEnergies TTE Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-75
Closed -$5.16K – 829
2024
Q2 		$5.16K Hold
75
– – ﹤0.01% 580
2024
Q1 		$5.31K Sell
75
-30
-29% -$1.97K ﹤0.01% 665
2023
Q4 		$7K Buy
+105
New +$7K ﹤0.01% 619

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wetzel Investment Advisors's TTE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of TotalEnergies (TTE) in Q3 2024, closing a stake of 75 shares — an estimated $5.16K sold.

Wetzel Investment Advisors first reported a position in TTE in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 790 funds tracked by Wall St. Rank hold TTE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining TotalEnergies position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 75 TotalEnergies shares in Q3 2024, an estimated $5.16K.
  • Wetzel Investment Advisors first reported a position in TotalEnergies in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's TotalEnergies position peaked at $7K in Q4 2023.
  • 790 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.