SVA Wealth Management’s Sempra SRE Stock Holding History

SVA Wealth 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
2020 Q4	$383K	Buy	+6,012	New	+$387K	0.03%	187

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

SVA Wealth Management's SRE Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Sempra (SRE) in Q4 2020: 6,012 shares worth $383K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

831 funds tracked by Wall St. Rank hold SRE as of Q4 2020.

SVA Wealth Management held 6,012 shares of Sempra worth $383K as of Q4 2020.
Sempra was a new SVA Wealth Management position in Q4 2020.
Sempra made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #187 holding.
831 funds tracked by Wall St. Rank held Sempra as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.