Regent Peak Wealth Advisors’s Sempra SRE Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-404	Closed	-$26K	–	858
2020 Q4	$26K	Buy	+404	New	+$26K	0.01%	413

Other funds holding SRE

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's SRE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sempra (SRE) in Q1 2021, closing a stake of 404 shares — an estimated $26K sold.

Regent Peak Wealth Advisors first reported a position in SRE in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 808 funds tracked by Wall St. Rank hold SRE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Sempra position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 404 Sempra shares in Q1 2021, an estimated $26K.
Regent Peak Wealth Advisors first reported a position in Sempra in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Sempra position peaked at $26K in Q4 2020.
808 funds tracked by Wall St. Rank held Sempra as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.