KPCM
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Kings Point Capital Management’s Sempra SRE Stock Holding History

Kings Point Capital Management’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 		$34K Buy
410
+170
+71% +$12.2K ﹤0.01% 401
2021
Q4 		$16K Buy
+240
New +$15.2K ﹤0.01% 582

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

Kings Point Capital Management's SRE Position: Q1 2022 in Review

Kings Point Capital Management increased its Sempra (SRE) stake by 71% in Q1 2022, buying an estimated $12.2K and bringing the position to 410 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Kings Point Capital Management 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.

  • Kings Point Capital Management held 410 shares of Sempra worth $34K as of Q1 2022.
  • Kings Point Capital Management bought 170 Sempra shares in Q1 2022, an estimated $12.2K.
  • Sempra made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #401 holding.
  • Kings Point Capital Management 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 Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.