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Bernardo Wealth Planning’s Target TGT Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-1,636
Closed -$288K – 145
2020
Q4 		$288K Buy
1,636
+189
+13% +$31.5K 0.11% 136
2020
Q3 		$227K Buy
+1,447
New +$199K 0.1% 140

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bernardo Wealth Planning's TGT Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Target (TGT) in Q1 2021, closing a stake of 1,636 shares — an estimated $288K sold.

Bernardo Wealth Planning first reported a position in TGT in Q3 2020 and held it in 2 quarters. The position peaked at $288K in Q4 2020. 1,935 funds tracked by Wall St. Rank hold TGT as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Target position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,636 Target shares in Q1 2021, an estimated $288K.
  • Bernardo Wealth Planning first reported a position in Target in Q3 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's Target position peaked at $288K in Q4 2020.
  • 1,935 funds tracked by Wall St. Rank held Target as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.