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Atticus Wealth Management’s Sempra SRE Stock Holding History

Atticus Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-90
Closed -$7K – 627
2022
Q3 		$7K Hold
90
– – ﹤0.01% 407
2022
Q2 		$7K Hold
90
– – ﹤0.01% 438
2022
Q1 		$8K Buy
+90
New +$6.47K ﹤0.01% 429

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atticus Wealth Management's SRE Position: Q4 2022 in Review

Atticus Wealth Management sold out of Sempra (SRE) in Q4 2022, closing a stake of 90 shares — an estimated $7K sold.

Atticus Wealth Management first reported a position in SRE in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 1,004 funds tracked by Wall St. Rank hold SRE as of Q4 2022.

  • Atticus Wealth Management reported no remaining Sempra position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 90 Sempra shares in Q4 2022, an estimated $7K.
  • Atticus Wealth Management first reported a position in Sempra in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's Sempra position peaked at $8K in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held Sempra as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.