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Financial Network Wealth Advisors’s Sempra SRE Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-18
Closed -$1.5K – 801
2024
Q3 		$1.5K Buy
18
+8
+80% +$640 ﹤0.01% 700
2024
Q2 		$761 Buy
+10
New +$739 ﹤0.01% 858

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Financial Network Wealth Advisors's SRE Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Sempra (SRE) in Q4 2024, closing a stake of 18 shares — an estimated $1.5K sold.

Financial Network Wealth Advisors first reported a position in SRE in Q2 2024 and held it in 2 quarters. The position peaked at $1.5K in Q3 2024. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Sempra position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 18 Sempra shares in Q4 2024, an estimated $1.5K.
  • Financial Network Wealth Advisors first reported a position in Sempra in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Sempra position peaked at $1.5K in Q3 2024.
  • 1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.