CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s Target TGT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-4,939
Closed -$1.13M – 282
2021
Q3 		$1.13M Buy
4,939
+29
+0.6% +$7.26K 0.04% 136
2021
Q2 		$1.19M Buy
+4,910
New +$1.07M 0.05% 137
2017
Q4 		– Sell
-16,890
Closed -$997K – 141
2017
Q3 		$997K Sell
16,890
-1,115
-6% -$62.4K 0.11% 93
2017
Q2 		$941K Buy
18,005
+1,228
+7% +$67.1K 0.11% 94
2017
Q1 		$926K Buy
16,777
+3,459
+26% +$215K 0.1% 97
2016
Q4 		$962K Sell
13,318
-5,538
-29% -$401K 0.11% 92
2016
Q3 		$1.29M Buy
+18,856
New +$1.35M 0.16% 74

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return