BerganKDV Wealth Management’s Targa Resources TRGP Stock Holding History

BerganKDV Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-181	Closed	-$11K	–	1108
2022 Q3	$11K	Hold	181	–	–	﹤0.01%	564
2022 Q2	$11K	Hold	181	–	–	﹤0.01%	582
2022 Q1	$14K	Hold	181	–	–	﹤0.01%	567
2021 Q4	$9K	Hold	181	–	–	﹤0.01%	684
2021 Q3	$9K	Hold	181	–	–	﹤0.01%	665
2021 Q2	$8K	Hold	181	–	–	﹤0.01%	646
2021 Q1	$6K	Hold	181	–	–	﹤0.01%	653
2020 Q4	$5K	Hold	181	–	–	﹤0.01%	667
2020 Q3	$3K	Sell	181 -78	-30%	-$1.37K	﹤0.01%	661
2020 Q2	$5K	Buy	259 +73	+39%	+$1.1K	﹤0.01%	638
2020 Q1	$1K	Hold	186	–	–	﹤0.01%	885
2019 Q4	$8K	Buy	186 +5	+3%	+$194	﹤0.01%	552
2019 Q3	$7K	Hold	181	–	–	﹤0.01%	534
2019 Q2	$7K	Hold	181	–	–	﹤0.01%	557
2019 Q1	$8K	Hold	181	–	–	﹤0.01%	556
2018 Q4	$7K	Hold	181	–	–	﹤0.01%	524
2018 Q3	$10K	Hold	181	–	–	﹤0.01%	495
2018 Q2	$9K	Buy	+181	New	+$8.6K	﹤0.01%	517

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BerganKDV Wealth Management's TRGP Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Targa Resources (TRGP) in Q4 2022, closing a stake of 181 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in TRGP in Q2 2018 and held it in 18 quarters. The position peaked at $14K in Q1 2022. 558 funds tracked by Wall St. Rank hold TRGP as of Q4 2022.

BerganKDV Wealth Management reported no remaining Targa Resources position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 181 Targa Resources shares in Q4 2022, an estimated $11K.
BerganKDV Wealth Management first reported a position in Targa Resources in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Targa Resources position peaked at $14K in Q1 2022.
558 funds tracked by Wall St. Rank held Targa Resources as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.