Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,848
Closed -$238K 52
2022
Q1
$238K Buy
+2,848
New +$205K 0.19% 38

Other funds holding SRE

Blooom Inc's SRE Position: Q2 2022 in Review

Blooom Inc sold out of Sempra (SRE) in Q2 2022, closing a stake of 2,848 shares — an estimated $238K sold.

Blooom Inc first reported a position in SRE in Q1 2022 and held it in 1 quarter. The position peaked at $238K in Q1 2022. 955 funds tracked by Wall St. Rank hold SRE as of Q2 2022.

  • Blooom Inc reported no remaining Sempra position as of Q2 2022 after selling out during the quarter.
  • Blooom Inc sold 2,848 Sempra shares in Q2 2022, an estimated $238K.
  • Blooom Inc first reported a position in Sempra in Q1 2022 and held it in 1 quarter.
  • Blooom Inc's Sempra position peaked at $238K in Q1 2022.
  • 955 funds tracked by Wall St. Rank held Sempra as of Q2 2022.

Based on Blooom Inc's 13F filing for Q2 2022, filed 1 Aug 2022.