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Cassady Schiller Wealth Management’s Target TGT Stock Holding History

Cassady Schiller 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 		$1.08K Buy
+8
New +$1.15K ﹤0.01% 771
2023
Q1 		– Sell
-19
Closed -$2.83K – 488
2022
Q4 		$2.83K Buy
+19
New +$2.98K ﹤0.01% 398
2022
Q1 		– Sell
-11
Closed -$3K – 549
2021
Q4 		$3K Buy
+11
New +$2.67K ﹤0.01% 384

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
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 $530B 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

Cassady Schiller Wealth Management's TGT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Target (TGT) in Q4 2024: 8 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TGT as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in TGT in Q4 2021 and has held it in 3 quarters since. The position peaked at $3K in Q4 2021. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Target worth $1.08K as of Q4 2024.
  • Target was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Target made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #771 holding.
  • Cassady Schiller Wealth Management first reported a position in Target in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Target position peaked at $3K in Q4 2021.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.