BKM Wealth Management’s Sempra SRE Stock Holding History

BKM 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
2024 Q1	–	Sell	-600	Closed	-$44.8K	–	501
2023 Q4	$44.8K	Buy	+600	New	+$42.9K	0.02%	268

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

BKM Wealth Management's SRE Position: Q1 2024 in Review

BKM Wealth Management sold out of Sempra (SRE) in Q1 2024, closing a stake of 600 shares — an estimated $44.8K sold.

BKM Wealth Management first reported a position in SRE in Q4 2023 and held it in 1 quarter. The position peaked at $44.8K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold SRE as of Q1 2024.

BKM Wealth Management reported no remaining Sempra position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 600 Sempra shares in Q1 2024, an estimated $44.8K.
BKM Wealth Management first reported a position in Sempra in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Sempra position peaked at $44.8K in Q4 2023.
1,045 funds tracked by Wall St. Rank held Sempra as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.