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Beverly Hills Private Wealth’s Target TGT Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-1,862
Closed -$290K – 354
2024
Q3 		$290K Sell
1,862
-503
-21% -$74.9K 0.06% 277
2024
Q2 		$350K Sell
2,365
-108
-4% -$17K 0.08% 247
2024
Q1 		$438K Buy
2,473
+107
+5% +$16.3K 0.1% 217
2023
Q4 		$337K Sell
2,366
-12,466
-84% -$1.52M 0.09% 235
2023
Q3 		$1.64M Sell
14,832
-14,122
-49% -$1.79M 0.49% 57
2023
Q2 		$3.84M Buy
28,954
+13,861
+92% +$2.06M 0.63% 49
2023
Q1 		$2.5M Buy
15,093
+2,097
+16% +$345K 0.78% 36
2022
Q4 		$1.94M Buy
+12,996
New +$2.04M 0.85% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beverly Hills Private Wealth's TGT Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Target (TGT) in Q4 2024, closing a stake of 1,862 shares — an estimated $290K sold.

Beverly Hills Private Wealth first reported a position in TGT in Q4 2022 and held it in 8 quarters. The position peaked at $3.84M in Q2 2023. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,862 Target shares in Q4 2024, an estimated $290K.
  • Beverly Hills Private Wealth first reported a position in Target in Q4 2022 and held it in 8 quarters.
  • Beverly Hills Private Wealth's Target position peaked at $3.84M in Q2 2023.
  • 1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.