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
Q1 		– Sell
-200
Closed -$4.41K – 793
2023
Q4 		$4.41K Buy
+200
New +$24.4K ﹤0.01% 723

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 1,950 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.
  • 1,950 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.