BetterWealth’s Target TGT Stock Holding History

BetterWealth’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 Q1	–	Sell	-3,300	Closed	-$446K	–	70
2024 Q4	$446K	Hold	3,300	–	–	0.12%	40
2024 Q3	$514K	Hold	3,300	–	–	0.15%	34
2024 Q2	$489K	Sell	3,300 -44	-1%	-$6.92K	0.16%	34
2024 Q1	$593K	Buy	3,344 +1	+0%	+$152	0.19%	35
2023 Q4	$476K	Hold	3,343	–	–	0.16%	36
2023 Q3	$370K	Hold	3,343	–	–	0.15%	32
2023 Q2	$441K	Hold	3,343	–	–	0.17%	31
2023 Q1	$554K	Buy	3,343 +1	+0%	+$164	0.22%	24
2022 Q4	$498K	Hold	3,342	–	–	0.22%	19
2022 Q3	$496K	Hold	3,342	–	–	0.26%	22
2022 Q2	$472K	Hold	3,342	–	–	0.23%	24
2022 Q1	$709K	Buy	3,342 +1	+0%	+$216	0.95%	11
2021 Q4	$773K	Buy	+3,341	New	+$812K	0.54%	15

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 $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

BetterWealth's TGT Position: Q1 2025 in Review

BetterWealth sold out of Target (TGT) in Q1 2025, closing a stake of 3,300 shares — an estimated $446K sold.

BetterWealth first reported a position in TGT in Q4 2021 and held it in 13 quarters. The position peaked at $773K in Q4 2021. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

BetterWealth reported no remaining Target position as of Q1 2025 after selling out during the quarter.
BetterWealth sold 3,300 Target shares in Q1 2025, an estimated $446K.
BetterWealth first reported a position in Target in Q4 2021 and held it in 13 quarters.
BetterWealth's Target position peaked at $773K in Q4 2021.
1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on BetterWealth's 13F filing for Q1 2025, filed 28 Apr 2025.