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Ameliora Wealth Management’s Target TGT Stock Holding History

Ameliora 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
-285
Closed -$47.2K – 219
2023
Q1 		$47.2K Hold
285
– – 0.03% 134
2022
Q4 		$42.5K Sell
285
-13,431
-98% -$2.11M 0.02% 155
2022
Q3 		$2.11M Buy
13,716
+11,090
+422% +$1.78M 1.15% 27
2022
Q2 		$370K Sell
2,626
-7
-0.3% -$1.34K 0.44% 30
2022
Q1 		$514K Sell
2,633
-553
-17% -$120K 0.34% 28
2021
Q4 		$671K Buy
+3,186
New +$775K 0.61% 22

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 $5.72T 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
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

Ameliora Wealth Management's TGT Position: Q2 2023 in Review

Ameliora Wealth Management sold out of Target (TGT) in Q2 2023, closing a stake of 285 shares — an estimated $47.2K sold.

Ameliora Wealth Management first reported a position in TGT in Q4 2021 and held it in 6 quarters. The position peaked at $2.11M in Q3 2022. 1,831 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

  • Ameliora Wealth Management reported no remaining Target position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 285 Target shares in Q2 2023, an estimated $47.2K.
  • Ameliora Wealth Management first reported a position in Target in Q4 2021 and held it in 6 quarters.
  • Ameliora Wealth Management's Target position peaked at $2.11M in Q3 2022.
  • 1,831 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.