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Freedman Financial Associates’s Sempra SRE Stock Holding History

Freedman Financial 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
2022
Q2 		– Sell
-42
Closed -$4K – 363
2022
Q1 		$4K Hold
42
– – ﹤0.01% 424
2021
Q4 		$3K Hold
42
– – ﹤0.01% 419
2021
Q3 		$3K Hold
42
– – ﹤0.01% 426
2021
Q2 		$3K Hold
42
– – ﹤0.01% 421
2021
Q1 		$3K Hold
42
– – ﹤0.01% 423
2020
Q4 		$3K Buy
+42
New +$2.7K ﹤0.01% 423

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's SRE Position: Q2 2022 in Review

Freedman Financial Associates sold out of Sempra (SRE) in Q2 2022, closing a stake of 42 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in SRE in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 956 funds tracked by Wall St. Rank hold SRE as of Q2 2022.

  • Freedman Financial Associates reported no remaining Sempra position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 42 Sempra shares in Q2 2022, an estimated $4K.
  • Freedman Financial Associates first reported a position in Sempra in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Sempra position peaked at $4K in Q1 2022.
  • 956 funds tracked by Wall St. Rank held Sempra as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.