Campbell Wealth Management’s Sempra SRE Stock Holding History

Campbell 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
2020 Q3	–	Sell	-202	Closed	-$12K	–	300
2020 Q2	$12K	Buy	+202	New	+$12.4K	﹤0.01%	260

Other funds holding SRE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Campbell Wealth Management's SRE Position: Q3 2020 in Review

Campbell Wealth Management sold out of Sempra (SRE) in Q3 2020, closing a stake of 202 shares — an estimated $12K sold.

Campbell Wealth Management first reported a position in SRE in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 789 funds tracked by Wall St. Rank hold SRE as of Q3 2020.

Campbell Wealth Management reported no remaining Sempra position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 202 Sempra shares in Q3 2020, an estimated $12K.
Campbell Wealth Management first reported a position in Sempra in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Sempra position peaked at $12K in Q2 2020.
789 funds tracked by Wall St. Rank held Sempra as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.