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Wipfli Financial Advisors’s Sempra SRE Stock Holding History

Wipfli 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
2022
Q3 		$282K Buy
+3,746
New +$303K 0.02% 345

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Wipfli Financial Advisors's SRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sempra (SRE) in Q3 2022: 3,746 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings.

961 funds tracked by Wall St. Rank hold SRE as of Q3 2022.

  • Wipfli Financial Advisors held 3,746 shares of Sempra worth $282K as of Q3 2022.
  • Sempra was a new Wipfli Financial Advisors position in Q3 2022.
  • Sempra made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #345 holding.
  • 961 funds tracked by Wall St. Rank held Sempra as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.