Clearview Wealth Advisors’s Sempra SRE Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-462	Closed	-$33.6K	–	556
2023 Q2	$33.6K	Hold	462	–	–	0.03%	218
2023 Q1	$34.9K	Hold	462	–	–	0.04%	219
2022 Q4	$35.7K	Hold	462	–	–	0.03%	187
2022 Q3	$35K	Hold	462	–	–	0.03%	197
2022 Q2	$35K	Hold	462	–	–	0.03%	218
2022 Q1	$39K	Hold	462	–	–	0.03%	227
2021 Q4	$31K	Hold	462	–	–	0.02%	278
2021 Q3	$29K	Hold	462	–	–	0.02%	292
2021 Q2	$31K	Hold	462	–	–	0.02%	290
2021 Q1	$31K	Hold	462	–	–	0.02%	283
2020 Q4	$29K	Buy	+462	New	+$29.7K	0.02%	259

Other funds holding SRE

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's SRE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Sempra (SRE) in Q3 2023, closing a stake of 462 shares — an estimated $33.6K sold.

Clearview Wealth Advisors first reported a position in SRE in Q4 2020 and held it in 11 quarters. The position peaked at $39K in Q1 2022. 983 funds tracked by Wall St. Rank hold SRE as of Q3 2023.

Clearview Wealth Advisors reported no remaining Sempra position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 462 Sempra shares in Q3 2023, an estimated $33.6K.
Clearview Wealth Advisors first reported a position in Sempra in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Sempra position peaked at $39K in Q1 2022.
983 funds tracked by Wall St. Rank held Sempra as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.