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 $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return