Baldwin Wealth Partners’s Sempra SRE Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-971	Closed	-$81.4K	–	900
2024 Q3	$81.4K	Buy	971 +337	+53%	+$27K	0.01%	443
2024 Q2	$48.2K	Hold	634	–	–	﹤0.01%	360
2024 Q1	$45.5K	Sell	634 -1,000	-61%	-$71.7K	﹤0.01%	380
2023 Q4	$122K	Hold	1,634	–	–	0.01%	255
2023 Q3	$111K	Hold	1,634	–	–	0.01%	288
2023 Q2	$119K	Sell	1,634 -108	-6%	-$8.11K	0.01%	295
2023 Q1	$132K	Hold	1,742	–	–	0.01%	287
2022 Q4	$135K	Buy	+1,742	New	+$135K	0.01%	278
2022 Q2	–	Sell	-96	Closed	-$8K	–	701
2022 Q1	$8K	Buy	+96	New	+$6.9K	﹤0.01%	561
2017 Q2	–	Sell	-200	Closed	-$11K	–	500
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	420
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	445
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	446
2016 Q2	$11K	Buy	+200	New	+$10.6K	﹤0.01%	391

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Baldwin Wealth Partners's SRE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Sempra (SRE) in Q4 2024, closing a stake of 971 shares — an estimated $81.4K sold.

Baldwin Wealth Partners first reported a position in SRE in Q2 2016 and held it in 13 quarters. The position peaked at $135K in Q4 2022. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

Baldwin Wealth Partners reported no remaining Sempra position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 971 Sempra shares in Q4 2024, an estimated $81.4K.
Baldwin Wealth Partners first reported a position in Sempra in Q2 2016 and held it in 13 quarters.
Baldwin Wealth Partners's Sempra position peaked at $135K in Q4 2022.
1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.