Atria Wealth Solutions’s Target TGT Stock Holding History

Atria Wealth Solutions’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 Q2	$1.9M	Sell	18,826 -11,749	-38%	-$1.13M	0.04%	433
2025 Q1	$3.19M	Sell	30,575 -1,649	-5%	-$206K	0.04%	471
2024 Q4	$4.36M	Sell	32,224 -1,285	-4%	-$184K	0.05%	393
2024 Q3	$5.22M	Sell	33,509 -1,239	-4%	-$185K	0.06%	334
2024 Q2	$5.14M	Sell	34,748 -2,811	-7%	-$442K	0.06%	335
2024 Q1	$6.66M	Sell	37,559 -6,090	-14%	-$926K	0.08%	270
2023 Q4	$6.22M	Buy	43,649 +4,990	+13%	+$609K	0.08%	253
2023 Q3	$4.27M	Buy	38,659 +2,079	+6%	+$264K	0.06%	328
2023 Q2	$4.82M	Sell	36,580 -8,941	-20%	-$1.33M	0.07%	296
2023 Q1	$7.54M	Sell	45,521 -95	-0.2%	-$15.6K	0.11%	181
2022 Q4	$6.8M	Buy	45,616 +3,235	+8%	+$508K	0.11%	199
2022 Q3	$6.29M	Sell	42,381 -958	-2%	-$153K	0.11%	194
2022 Q2	$6.12M	Buy	43,339 +11,096	+34%	+$2.13M	0.12%	197
2022 Q1	$6.84M	Buy	+32,243	New	+$6.98M	0.11%	191

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Franklin Resources

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

Bank of America

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return