Boston Standard Wealth Management’s Target TGT Stock Holding History

Boston Standard Wealth Management’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 Q2	–	Sell	-1,170	Closed	-$207K	–	48
2024 Q1	$207K	Buy	+1,170	New	+$178K	0.05%	45
2022 Q2	–	Sell	-1,030	Closed	-$219K	–	42
2022 Q1	$219K	Hold	1,030	–	–	0.06%	39
2021 Q4	$238K	Hold	1,030	–	–	0.07%	38
2021 Q3	$236K	Hold	1,030	–	–	0.07%	38
2021 Q2	$249K	Hold	1,030	–	–	0.08%	36
2021 Q1	$206K	Buy	+1,030	New	+$193K	0.07%	36

Other funds holding TGT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Standard Wealth Management's TGT Position: Q2 2024 in Review

Boston Standard Wealth Management sold out of Target (TGT) in Q2 2024, closing a stake of 1,170 shares — an estimated $207K sold.

Boston Standard Wealth Management first reported a position in TGT in Q1 2021 and held it in 6 quarters. The position peaked at $249K in Q2 2021. 1,951 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

Boston Standard Wealth Management reported no remaining Target position as of Q2 2024 after selling out during the quarter.
Boston Standard Wealth Management sold 1,170 Target shares in Q2 2024, an estimated $207K.
Boston Standard Wealth Management first reported a position in Target in Q1 2021 and held it in 6 quarters.
Boston Standard Wealth Management's Target position peaked at $249K in Q2 2021.
1,951 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on Boston Standard Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.