Alteri Wealth’s Target TGT Stock Holding History

Alteri Wealth’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
2025 Q1	–	Sell	-3,033	Closed	-$410K	–	267
2024 Q4	$410K	Buy	+3,033	New	+$435K	0.11%	146

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 $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alteri Wealth's TGT Position: Q1 2025 in Review

Alteri Wealth sold out of Target (TGT) in Q1 2025, closing a stake of 3,033 shares — an estimated $410K sold.

Alteri Wealth first reported a position in TGT in Q4 2024 and held it in 1 quarter. The position peaked at $410K in Q4 2024. 1,826 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

Alteri Wealth reported no remaining Target position as of Q1 2025 after selling out during the quarter.
Alteri Wealth sold 3,033 Target shares in Q1 2025, an estimated $410K.
Alteri Wealth first reported a position in Target in Q4 2024 and held it in 1 quarter.
Alteri Wealth's Target position peaked at $410K in Q4 2024.
1,826 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Alteri Wealth's 13F filing for Q1 2025, filed 7 May 2025.