Cedar Mountain Advisors’s Sempra SRE Stock Holding History

Cedar Mountain Advisors’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 Q2	–	Sell	-400	Closed	-$27K	–	289
2021 Q1	$27K	Hold	400	–	–	0.01%	110
2020 Q4	$25K	Hold	400	–	–	0.01%	108
2020 Q3	$24K	Hold	400	–	–	0.01%	95
2020 Q2	$23K	Hold	400	–	–	0.01%	93
2020 Q1	$23K	Hold	400	–	–	0.01%	83
2019 Q4	$30K	Buy	+400	New	+$29.3K	0.01%	85

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Cedar Mountain Advisors's SRE Position: Q2 2021 in Review

Cedar Mountain Advisors sold out of Sempra (SRE) in Q2 2021, closing a stake of 400 shares — an estimated $27K sold.

Cedar Mountain Advisors first reported a position in SRE in Q4 2019 and held it in 6 quarters. The position peaked at $30K in Q4 2019. 816 funds tracked by Wall St. Rank hold SRE as of Q2 2021.

Cedar Mountain Advisors reported no remaining Sempra position as of Q2 2021 after selling out during the quarter.
Cedar Mountain Advisors sold 400 Sempra shares in Q2 2021, an estimated $27K.
Cedar Mountain Advisors first reported a position in Sempra in Q4 2019 and held it in 6 quarters.
Cedar Mountain Advisors's Sempra position peaked at $30K in Q4 2019.
816 funds tracked by Wall St. Rank held Sempra as of Q2 2021.

Based on Cedar Mountain Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.