CSWM
TRGP icon

Cassady Schiller Wealth Management’s Targa Resources TRGP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$107K Buy
598
+18
+3% +$3.23K 0.04% 156
2024
Q3 		$85.8K Hold
580
– – 0.03% 164
2024
Q2 		$74.7K Hold
580
– – 0.03% 170
2024
Q1 		$65K Hold
580
– – 0.03% 190
2023
Q4 		$50.4K Hold
580
– – 0.03% 200
2023
Q3 		$49.7K Buy
+580
New +$48K 0.03% 196

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Targa Resources (TRGP) stake by 3.1% in Q4 2024, buying an estimated $3.23K and bringing the position to 598 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #156.

Cassady Schiller Wealth Management first reported a position in TRGP in Q3 2023 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold TRGP as of Q4 2024.

  • Cassady Schiller Wealth Management held 598 shares of Targa Resources worth $107K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 18 Targa Resources shares in Q4 2024, an estimated $3.23K.
  • Targa Resources made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #156 holding.
  • Cassady Schiller Wealth Management first reported a position in Targa Resources in Q3 2023 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Targa Resources as of Q4 2024.

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