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AJ Wealth Strategies’s Target TGT Stock Holding History

AJ Wealth Strategies’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
Q1 		– Sell
-1,608
Closed -$240K – 313
2022
Q4 		$240K Hold
1,608
– – 0.01% 260
2022
Q3 		$239K Buy
1,608
+13
+0.8% +$2.08K 0.01% 261
2022
Q2 		$225K Buy
+1,595
New +$306K 0.01% 264

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AJ Wealth Strategies's TGT Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Target (TGT) in Q1 2023, closing a stake of 1,608 shares — an estimated $240K sold.

AJ Wealth Strategies first reported a position in TGT in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q4 2022. 1,942 funds tracked by Wall St. Rank hold TGT as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Target position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 1,608 Target shares in Q1 2023, an estimated $240K.
  • AJ Wealth Strategies first reported a position in Target in Q2 2022 and held it in 3 quarters.
  • AJ Wealth Strategies's Target position peaked at $240K in Q4 2022.
  • 1,942 funds tracked by Wall St. Rank held Target as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.