Castle Financial & Retirement Planning Associates’s Sempra SRE Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$4K	Buy	+54	New	+$3.42K	0.01%	144

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Castle Financial & Retirement Planning Associates's SRE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Sempra (SRE) in Q4 2021: 54 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings.

885 funds tracked by Wall St. Rank hold SRE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 54 shares of Sempra worth $4K as of Q4 2021.
Sempra was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Sempra made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #144 holding.
885 funds tracked by Wall St. Rank held Sempra as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.