AWM
TGT icon

Accel Wealth Management’s Target TGT Stock Holding History

Accel 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
2023
Q2 		– Sell
-1,041
Closed -$172K – 789
2023
Q1 		$172K Buy
1,041
+1
+0.1% +$164 0.07% 239
2022
Q4 		$155K Buy
1,040
+125
+14% +$19.6K 0.07% 186
2022
Q3 		$144K Sell
915
-150
-14% -$24K 0.08% 203
2022
Q2 		$156K Buy
1,065
+659
+162% +$126K 0.09% 170
2022
Q1 		$85K Sell
406
-100
-20% -$21.6K 0.04% 276
2021
Q4 		$117K Sell
506
-203
-29% -$49.4K 0.06% 239
2021
Q3 		$162K Sell
709
-105
-13% -$26.3K 0.1% 158
2021
Q2 		$197K Buy
814
+1
+0.1% +$219 0.13% 146
2021
Q1 		$161K Buy
813
+60
+8% +$11.2K 0.13% 158
2020
Q4 		$133K Buy
+753
New +$126K 0.12% 170

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return