1WM
TGT icon

1900 Wealth Management’s Target TGT Stock Holding History

1900 Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,545
Closed -$220K – 285
2023
Q4 		$220K Buy
+1,545
New +$189K 0.02% 277
2023
Q2 		– Sell
-1,389
Closed -$211K – 258
2023
Q1 		$211K Hold
1,389
– – 0.02% 230
2022
Q4 		$207K Buy
1,389
+1
+0.1% +$157 0.02% 224
2022
Q3 		$206K Buy
+1,388
New +$222K 0.02% 214
2022
Q2 		– Sell
-1,121
Closed -$238K – 241
2022
Q1 		$238K Hold
1,121
– – 0.02% 225
2021
Q4 		$259K Buy
1,121
+1
+0.1% +$243 0.02% 211
2021
Q3 		$256K Buy
1,120
+79
+8% +$19.8K 0.02% 194
2021
Q2 		$252K Sell
1,041
-74
-7% -$16.2K 0.02% 195
2021
Q1 		$221 Buy
+1,115
New +$209K 0.02% 162

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return