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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TGT Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Target (TGT) in Q4 2021, closing a stake of 4,939 shares — an estimated $1.13M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TGT in Q3 2016 and held it in 7 quarters. The position peaked at $1.29M in Q3 2016. 2,193 funds tracked by Wall St. Rank hold TGT as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Target position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,939 Target shares in Q4 2021, an estimated $1.13M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Target in Q3 2016 and held it in 7 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Target position peaked at $1.29M in Q3 2016.
  • 2,193 funds tracked by Wall St. Rank held Target as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.