WJWM
TE

Williams Jones Wealth Management’s T1 Energy Inc TE Stock Holding History

Williams Jones Wealth Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,400
Closed -$90K – 558
2023
Q3 		$90K Sell
18,400
-41,250
-69% -$297K ﹤0.01% 520
2023
Q2 		$558K Sell
59,650
-4,350
-7% -$32.7K 0.01% 323
2023
Q1 		$569K Buy
64,000
+15,750
+33% +$137K 0.01% 343
2022
Q4 		$419K Sell
48,250
-14,950
-24% -$187K 0.01% 390
2022
Q3 		$900K Buy
63,200
+39,000
+161% +$436K 0.02% 285
2022
Q2 		$166K Sell
24,200
-18,075
-43% -$158K ﹤0.01% 531
2022
Q1 		$518K Sell
42,275
-92,750
-69% -$888K 0.01% 344
2021
Q4 		$1.51M Sell
135,025
-5,295
-4% -$57.3K 0.02% 224
2021
Q3 		$1.39M Buy
+140,320
New +$1.29M 0.02% 221

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
KL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $253M AUM 27.64% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RCP
RIT Capital Partners London, United Kingdom $374M AUM 25.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return