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Zimmermann Investment Management & Planning’s TotalEnergies TTE Stock Holding History

Zimmermann Investment Management & Planning’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
-3,696
Closed -$239K – 123
2024
Q3 		$239K Sell
3,696
-410
-10% -$27.9K 0.07% 131
2024
Q2 		$274K Sell
4,106
-344
-8% -$24.5K 0.09% 113
2024
Q1 		$306K Sell
4,450
-1,630
-27% -$107K 0.11% 109
2023
Q4 		$410K Sell
6,080
-4,166
-41% -$278K 0.17% 80
2023
Q3 		$674K Buy
+10,246
New +$634K 0.32% 57

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

Zimmermann Investment Management & Planning's TTE Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 3,696 shares — an estimated $239K sold.

Zimmermann Investment Management & Planning first reported a position in TTE in Q3 2023 and held it in 5 quarters. The position peaked at $674K in Q3 2023. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 3,696 TotalEnergies shares in Q4 2024, an estimated $239K.
  • Zimmermann Investment Management & Planning first reported a position in TotalEnergies in Q3 2023 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's TotalEnergies position peaked at $674K in Q3 2023.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.