WR Wealth Planners’s TotalEnergies TTE Stock Holding History

WR Wealth Planners’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	$2.18K	Sell	40 -165	-80%	-$10K	﹤0.01%	845
2024 Q3	$13.2K	Sell	205 -28	-12%	-$1.9K	﹤0.01%	585
2024 Q2	$15.5K	Sell	233 -59	-20%	-$4.2K	﹤0.01%	493
2024 Q1	$20.1K	Buy	+292	New	+$19.2K	0.01%	452
2023 Q4	–	Sell	-175	Closed	-$11.5K	–	809
2023 Q3	$11.5K	Buy	175 +14	+9%	+$866	﹤0.01%	521
2023 Q2	$9.28K	Hold	161	–	–	﹤0.01%	594
2023 Q1	$9.51K	Buy	161 +105	+188%	+$6.46K	﹤0.01%	569
2022 Q4	$3.48K	Hold	56	–	–	﹤0.01%	360
2022 Q3	$2.6K	Hold	56	–	–	﹤0.01%	370
2022 Q2	$2.95K	Hold	56	–	–	﹤0.01%	393
2022 Q1	$2.83K	Buy	+56	New	+$3.03K	﹤0.01%	406

Other funds holding TTE

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

WR Wealth Planners's TTE Position: Q4 2024 in Review

WR Wealth Planners reduced its TotalEnergies (TTE) stake by 80% in Q4 2024, selling an estimated $10K and leaving 40 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

WR Wealth Planners first reported a position in TTE in Q1 2022 and has held it in 11 quarters since. The position peaked at $20.1K in Q1 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

WR Wealth Planners held 40 shares of TotalEnergies worth $2.18K as of Q4 2024.
WR Wealth Planners sold 165 TotalEnergies shares in Q4 2024, an estimated $10K.
TotalEnergies made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #845 holding.
WR Wealth Planners first reported a position in TotalEnergies in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's TotalEnergies position peaked at $20.1K in Q1 2024.
797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.