Alta Wealth Advisors’s Target TGT Stock Holding History

Alta Wealth Advisors’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 Q4	–	Sell	-1,285	Closed	-$200K	–	144
2024 Q3	$200K	Sell	1,285 -223	-15%	-$33.2K	0.09%	131
2024 Q2	$223K	Hold	1,508	–	–	0.11%	116
2024 Q1	$267K	Sell	1,508 -47	-3%	-$7.15K	0.14%	112
2023 Q4	$221K	Buy	+1,555	New	+$190K	0.12%	120
2023 Q3	–	Sell	-2,045	Closed	-$270K	–	136
2023 Q2	$270K	Sell	2,045 -147	-7%	-$21.8K	0.16%	120
2023 Q1	$363K	Buy	2,192 +767	+54%	+$126K	0.23%	109
2022 Q4	$212K	Hold	1,425	–	–	0.14%	137
2022 Q3	$211K	Hold	1,425	–	–	0.15%	130
2022 Q2	$201K	Sell	1,425 -111	-7%	-$21.3K	0.14%	132
2022 Q1	$326K	Hold	1,536	–	–	0.19%	122
2021 Q4	$355K	Buy	1,536 +69	+5%	+$16.8K	0.22%	121
2021 Q3	$336K	Sell	1,467 -310	-17%	-$77.7K	0.24%	118
2021 Q2	$430K	Sell	1,777 -33	-2%	-$7.22K	0.32%	106
2021 Q1	$359K	Hold	1,810	–	–	0.3%	107
2020 Q4	$320K	Buy	+1,810	New	+$302K	0.27%	109

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alta Wealth Advisors's TGT Position: Q4 2024 in Review

Alta Wealth Advisors sold out of Target (TGT) in Q4 2024, closing a stake of 1,285 shares — an estimated $200K sold.

Alta Wealth Advisors first reported a position in TGT in Q4 2020 and held it in 15 quarters. The position peaked at $430K in Q2 2021. 1,985 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

Alta Wealth Advisors reported no remaining Target position as of Q4 2024 after selling out during the quarter.
Alta Wealth Advisors sold 1,285 Target shares in Q4 2024, an estimated $200K.
Alta Wealth Advisors first reported a position in Target in Q4 2020 and held it in 15 quarters.
Alta Wealth Advisors's Target position peaked at $430K in Q2 2021.
1,985 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Alta Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.