CBFP
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Cedar Brook Financial Partners’s Target TGT Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-1,949
Closed -$345K – 361
2024
Q1 		$345K Buy
1,949
+48
+3% +$7.3K 0.07% 288
2023
Q4 		$270K Buy
+1,901
New +$232K 0.06% 321
2023
Q3 		– Sell
-1,578
Closed -$208K – 422
2023
Q2 		$208K Sell
1,578
-35
-2% -$5.19K 0.05% 377
2023
Q1 		$267K Buy
1,613
+116
+8% +$19.1K 0.07% 290
2022
Q4 		$223K Sell
1,497
-90
-6% -$14.1K 0.06% 327
2022
Q3 		$235K Sell
1,587
-134
-8% -$21.5K 0.08% 292
2022
Q2 		$243K Buy
1,721
+88
+5% +$16.9K 0.08% 287
2022
Q1 		$347K Sell
1,633
-112
-6% -$24.2K 0.09% 242
2021
Q4 		$404K Buy
1,745
+339
+24% +$82.4K 0.1% 214
2021
Q3 		$322K Sell
1,406
-227
-14% -$56.9K 0.1% 232
2021
Q2 		$395K Sell
1,633
-10
-0.6% -$2.19K 0.11% 212
2021
Q1 		$325K Sell
1,643
-88
-5% -$16.5K 0.11% 209
2020
Q4 		$306K Sell
1,731
-62
-3% -$10.3K 0.11% 211
2020
Q3 		$282K Buy
1,793
+62
+4% +$8.51K 0.11% 210
2020
Q2 		$208K Buy
+1,731
New +$198K 0.09% 252
2019
Q4 		– Sell
-1,977
Closed -$211K – 324
2019
Q3 		$211K Buy
+1,977
New +$188K 0.09% 276

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