BSW
TGT icon

Buckingham Strategic Wealth’s Target TGT Stock Holding History

Buckingham Strategic 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
Q2 		$1.39M Buy
9,363
+516
+6% +$81.2K 0.01% 285
2024
Q1 		$1.57M Sell
8,847
-4,033
-31% -$614K 0.02% 267
2023
Q4 		$1.83M Sell
12,880
-1,720
-12% -$210K 0.02% 245
2023
Q3 		$1.61M Sell
14,600
-1,346
-8% -$171K 0.02% 233
2023
Q2 		$2.1M Buy
15,946
+7,334
+85% +$1.09M 0.03% 211
2023
Q1 		$1.28M Hold
8,612
– – 0.02% 238
2022
Q4 		$1.28M Buy
8,612
+65
+0.8% +$10.2K 0.02% 239
2022
Q3 		$1.27M Buy
8,547
+506
+6% +$81K 0.03% 229
2022
Q2 		$1.14M Buy
+8,041
New +$1.54M 0.02% 246
2021
Q3 		– Sell
-7,140
Closed -$1.73M – 615
2021
Q2 		$1.73M Buy
7,140
+440
+7% +$96.3K 0.04% 188
2021
Q1 		$1.33M Sell
6,700
-1,669
-20% -$312K 0.07% 204
2020
Q4 		$1.48M Buy
8,369
+1,580
+23% +$264K 0.08% 182
2020
Q3 		$1.07M Sell
6,789
-475
-7% -$65.2K 0.08% 169
2020
Q2 		$871K Sell
7,264
-473
-6% -$54K 0.08% 161
2020
Q1 		$719K Sell
7,737
-308
-4% -$34.2K 0.07% 207
2019
Q4 		$1.03M Buy
8,045
+689
+9% +$80.9K 0.1% 154
2019
Q3 		$786K Sell
7,356
-55
-0.7% -$5.23K 0.09% 171
2019
Q2 		$642K Buy
7,411
+4,186
+130% +$338K 0.07% 204
2019
Q1 		$259K Sell
3,225
-131
-4% -$9.57K 0.03% 341
2018
Q4 		$222K Sell
3,356
-190
-5% -$14.6K 0.03% 311
2018
Q3 		$313K Sell
3,546
-394
-10% -$32.8K 0.05% 263
2018
Q2 		$300K Sell
3,940
-799
-17% -$58.8K 0.05% 260
2018
Q1 		$329K Sell
4,739
-227
-5% -$16.5K 0.06% 226
2017
Q4 		$324K Buy
+4,966
New +$300K 0.07% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Buckingham Strategic Wealth's TGT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Target (TGT) stake by 5.8% in Q2 2024, buying an estimated $81.2K and bringing the position to 9,363 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #285.

Buckingham Strategic Wealth first reported a position in TGT in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.1M in Q2 2023. 1,951 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

  • Buckingham Strategic Wealth held 9,363 shares of Target worth $1.39M as of Q2 2024.
  • Buckingham Strategic Wealth bought 516 Target shares in Q2 2024, an estimated $81.2K.
  • Target made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #285 holding.
  • Buckingham Strategic Wealth first reported a position in Target in Q4 2017 and has held it in 24 quarters since.
  • Buckingham Strategic Wealth's Target position peaked at $2.1M in Q2 2023.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.