My Personal CFO LLC’s Sempra SRE Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-30	Closed	-$2.32K	–	713
2022 Q4	$2.32K	Buy	+30	New	+$2.32K	﹤0.01%	490

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

My Personal CFO LLC's SRE Position: Q1 2023 in Review

My Personal CFO LLC sold out of Sempra (SRE) in Q1 2023, closing a stake of 30 shares — an estimated $2.32K sold.

My Personal CFO LLC first reported a position in SRE in Q4 2022 and held it in 1 quarter. The position peaked at $2.32K in Q4 2022. 981 funds tracked by Wall St. Rank hold SRE as of Q1 2023.

My Personal CFO LLC reported no remaining Sempra position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 30 Sempra shares in Q1 2023, an estimated $2.32K.
My Personal CFO LLC first reported a position in Sempra in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Sempra position peaked at $2.32K in Q4 2022.
981 funds tracked by Wall St. Rank held Sempra as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.