Winch Advisory Services’s TotalEnergies TTE Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-90	Closed	-$6K	–	460
2023 Q3	$6K	Hold	90	–	–	﹤0.01%	297
2023 Q2	$5K	Hold	90	–	–	﹤0.01%	306
2023 Q1	$5K	Buy	90 +1	+1%	+$62	﹤0.01%	301
2022 Q4	$6K	Buy	89 +2	+2%	+$114	﹤0.01%	274
2022 Q3	$4K	Buy	87 +1	+1%	+$50	﹤0.01%	289
2022 Q2	$5K	Hold	86	–	–	﹤0.01%	288
2022 Q1	$4K	Buy	86 +1	+1%	+$54	﹤0.01%	340
2021 Q4	$4K	Hold	85	–	–	﹤0.01%	354
2021 Q3	$4K	Buy	+85	New	+$3.77K	﹤0.01%	363
2019 Q2	–	Sell	-78	Closed	-$4K	–	470
2019 Q1	$4K	Hold	78	–	–	﹤0.01%	268
2018 Q4	$4K	Hold	78	–	–	﹤0.01%	247
2018 Q3	$5K	Buy	+78	New	+$4.89K	﹤0.01%	233

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Winch Advisory Services's TTE Position: Q4 2023 in Review

Winch Advisory Services sold out of TotalEnergies (TTE) in Q4 2023, closing a stake of 90 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in TTE in Q3 2018 and held it in 12 quarters. The position peaked at $6K in Q3 2023. 744 funds tracked by Wall St. Rank hold TTE as of Q4 2023.

Winch Advisory Services reported no remaining TotalEnergies position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 90 TotalEnergies shares in Q4 2023, an estimated $6K.
Winch Advisory Services first reported a position in TotalEnergies in Q3 2018 and held it in 12 quarters.
Winch Advisory Services's TotalEnergies position peaked at $6K in Q3 2023.
744 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.