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Dixon Hughes Goodman Wealth Advisors’s Sempra SRE Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$540K Buy
6,424
+142
+2% +$10.2K 0.15% 95
2021
Q4 		$416K Buy
+6,282
New +$398K 0.14% 91

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dixon Hughes Goodman Wealth Advisors's SRE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Sempra (SRE) stake by 2.3% in Q1 2022, buying an estimated $10.2K and bringing the position to 6,424 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #95.

Dixon Hughes Goodman Wealth Advisors first reported a position in SRE in Q4 2021 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold SRE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,424 shares of Sempra worth $540K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 142 Sempra shares in Q1 2022, an estimated $10.2K.
  • Sempra made up 0.15% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #95 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sempra in Q4 2021 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held Sempra as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.