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Aspen Wealth Strategies’s Target TGT Stock Holding History

Aspen 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
2024
Q1 		– Sell
-1,958
Closed -$279K – 81
2023
Q4 		$279K Hold
1,958
– – 0.2% 65
2023
Q3 		$216K Hold
1,958
– – 0.17% 70
2023
Q2 		$258K Buy
+1,958
New +$291K 0.2% 66

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aspen Wealth Strategies's TGT Position: Q1 2024 in Review

Aspen Wealth Strategies sold out of Target (TGT) in Q1 2024, closing a stake of 1,958 shares — an estimated $279K sold.

Aspen Wealth Strategies first reported a position in TGT in Q2 2023 and held it in 3 quarters. The position peaked at $279K in Q4 2023. 2,057 funds tracked by Wall St. Rank hold TGT as of Q1 2024.

  • Aspen Wealth Strategies reported no remaining Target position as of Q1 2024 after selling out during the quarter.
  • Aspen Wealth Strategies sold 1,958 Target shares in Q1 2024, an estimated $279K.
  • Aspen Wealth Strategies first reported a position in Target in Q2 2023 and held it in 3 quarters.
  • Aspen Wealth Strategies's Target position peaked at $279K in Q4 2023.
  • 2,057 funds tracked by Wall St. Rank held Target as of Q1 2024.

Based on Aspen Wealth Strategies's 13F filing for Q1 2024, filed 13 May 2024.