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Personal Wealth Partners’s Sempra SRE Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-132
Closed -$9K – 348
2021
Q2 		$9K Buy
+132
New +$9.03K ﹤0.01% 278
2020
Q1 		– Sell
-162
Closed -$12K – 527
2019
Q4 		$12K Hold
162
– – 0.01% 223
2019
Q3 		$12K Buy
+162
New +$11.3K 0.01% 227

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's SRE Position: Q3 2021 in Review

Personal Wealth Partners sold out of Sempra (SRE) in Q3 2021, closing a stake of 132 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in SRE in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 799 funds tracked by Wall St. Rank hold SRE as of Q3 2021.

  • Personal Wealth Partners reported no remaining Sempra position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 132 Sempra shares in Q3 2021, an estimated $9K.
  • Personal Wealth Partners first reported a position in Sempra in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Sempra position peaked at $12K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held Sempra as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.