Total Clarity Wealth Management’s Sempra SRE Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-1,032	Closed	-$78K	–	883
2022 Q2	$78K	Buy	+1,032	New	+$82.9K	0.04%	348
2022 Q1	–	Sell	-798	Closed	-$53K	–	821
2021 Q4	$53K	Hold	798	–	–	0.02%	391
2021 Q3	$50K	Buy	+798	New	+$52.7K	0.02%	406
2021 Q2	–	Sell	-798	Closed	-$53K	–	669
2021 Q1	$53K	Buy	+798	New	+$49.6K	0.03%	328
2020 Q1	–	Sell	-798	Closed	-$60K	–	548
2019 Q4	$60K	Buy	+798	New	+$58.5K	0.05%	239

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Total Clarity Wealth Management's SRE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Sempra (SRE) in Q3 2022, closing a stake of 1,032 shares — an estimated $78K sold.

Total Clarity Wealth Management first reported a position in SRE in Q4 2019 and held it in 5 quarters. The position peaked at $78K in Q2 2022. 961 funds tracked by Wall St. Rank hold SRE as of Q3 2022.

Total Clarity Wealth Management reported no remaining Sempra position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,032 Sempra shares in Q3 2022, an estimated $78K.
Total Clarity Wealth Management first reported a position in Sempra in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Sempra position peaked at $78K in Q2 2022.
961 funds tracked by Wall St. Rank held Sempra as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.