CWM
TGT icon

Cahaba Wealth Management’s Target TGT Stock Holding History

Cahaba 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
Q4 		– Sell
-1,455
Closed -$227K – 152
2024
Q3 		$227K Buy
1,455
+1
+0.1% +$149 0.02% 134
2024
Q2 		$215K Sell
1,454
-170
-10% -$26.7K 0.02% 138
2024
Q1 		$288K Buy
+1,624
New +$247K 0.03% 120
2023
Q3 		– Sell
-2,074
Closed -$274K – 152
2023
Q2 		$274K Sell
2,074
-206
-9% -$30.6K 0.03% 116
2023
Q1 		$378K Buy
2,280
+77
+3% +$12.7K 0.04% 93
2022
Q4 		$328K Sell
2,203
-66
-3% -$10.4K 0.04% 102
2022
Q3 		$336K Sell
2,269
-119
-5% -$19.1K 0.05% 96
2022
Q2 		$337K Buy
2,388
+11
+0.5% +$2.11K 0.05% 96
2022
Q1 		$543K Buy
2,377
+1
+0% +$216 0.07% 76
2021
Q4 		$550K Buy
2,376
+510
+27% +$124K 0.07% 77
2021
Q3 		$427K Buy
+1,866
New +$467K 0.06% 87

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return