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BDO Wealth Advisors’s Target TGT Stock Holding History

BDO 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
2023
Q2 		$3.19M Buy
24,152
+637
+3% +$94.5K 0.37% 62
2023
Q1 		$3.89M Sell
23,515
-1,090
-4% -$179K 0.48% 39
2022
Q4 		$3.67M Buy
24,605
+563
+2% +$88.3K 0.46% 39
2022
Q3 		$3.57M Buy
24,042
+1,346
+6% +$215K 0.47% 38
2022
Q2 		$3.21M Sell
22,696
-647
-3% -$124K 0.39% 45
2022
Q1 		$4.95M Buy
23,343
+1,631
+8% +$353K 0.53% 35
2021
Q4 		$5.03M Buy
21,712
+222
+1% +$54K 0.53% 41
2021
Q3 		$4.92M Sell
21,490
-53
-0.2% -$13.3K 0.54% 38
2021
Q2 		$5.21M Sell
21,543
-272
-1% -$59.5K 0.58% 34
2021
Q1 		$4.32M Sell
21,815
-202
-0.9% -$37.8K 0.51% 36
2020
Q4 		$3.89M Sell
22,017
-277
-1% -$46.2K 0.55% 35
2020
Q3 		$3.51M Sell
22,294
-634
-3% -$87K 0.57% 34
2020
Q2 		$2.75M Sell
22,928
-846
-4% -$96.6K 0.48% 39
2020
Q1 		$2.21M Buy
23,774
+2,516
+12% +$279K 0.45% 46
2019
Q4 		$2.73M Sell
21,258
-1,178
-5% -$138K 0.7% 31
2019
Q3 		$2.4M Sell
22,436
-418
-2% -$39.8K 0.61% 35
2019
Q2 		$1.98M Buy
22,854
+544
+2% +$44K 0.54% 43
2019
Q1 		$1.79M Buy
22,310
+2,624
+13% +$192K 0.52% 46
2018
Q4 		$1.3M Sell
19,686
-384
-2% -$29.5K 0.45% 48
2018
Q3 		$1.77M Buy
20,070
+602
+3% +$50.1K 0.57% 36
2018
Q2 		$1.48M Buy
19,468
+1,547
+9% +$114K 0.5% 40
2018
Q1 		$1.24M Buy
17,921
+2,083
+13% +$152K 0.47% 39
2017
Q4 		$1.03M Buy
15,838
+3,241
+26% +$196K 0.46% 40
2017
Q3 		$743K Buy
12,597
+206
+2% +$11.5K 0.37% 49
2017
Q2 		$648K Buy
+12,391
New +$677K 0.28% 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 $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

BDO Wealth Advisors's TGT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Target (TGT) stake by 2.7% in Q2 2023, buying an estimated $94.5K and bringing the position to 24,152 shares worth $3.19M. The position accounts for 0.37% of the portfolio, ranked #62.

BDO Wealth Advisors first reported a position in TGT in Q2 2017 and has held it in 25 quarters since. The position peaked at $5.21M in Q2 2021. 1,831 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

  • BDO Wealth Advisors held 24,152 shares of Target worth $3.19M as of Q2 2023.
  • BDO Wealth Advisors bought 637 Target shares in Q2 2023, an estimated $94.5K.
  • Target made up 0.37% of BDO Wealth Advisors's portfolio in Q2 2023, its #62 holding.
  • BDO Wealth Advisors first reported a position in Target in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Target position peaked at $5.21M in Q2 2021.
  • 1,831 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.