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Resurgent Financial Advisors’s Sempra SRE Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-2,021
Closed -$151K – 440
2023
Q4 		$151K Sell
2,021
-45
-2% -$3.22K 0.09% 194
2023
Q3 		$141K Sell
2,066
-4
-0.2% -$288 0.1% 188
2023
Q2 		$151K Buy
2,070
+76
+4% +$5.71K 0.1% 178
2023
Q1 		$151K Buy
1,994
+498
+33% +$38.2K 0.1% 180
2022
Q4 		$116K Buy
+1,496
New +$116K 0.06% 284

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Resurgent Financial Advisors's SRE Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Sempra (SRE) in Q1 2024, closing a stake of 2,021 shares — an estimated $151K sold.

Resurgent Financial Advisors first reported a position in SRE in Q4 2022 and held it in 5 quarters. The position peaked at $151K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold SRE as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Sempra position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,021 Sempra shares in Q1 2024, an estimated $151K.
  • Resurgent Financial Advisors first reported a position in Sempra in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Sempra position peaked at $151K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held Sempra as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.