Clear Perspective Advisors’s Target TGT Stock Holding History

Clear Perspective 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	$460K	Buy	1,987 +415	+26%	+$101K	0.14%	107
2021 Q3	$360K	Buy	1,572 +25	+2%	+$6.26K	0.12%	113
2021 Q2	$374K	Sell	1,547 -50	-3%	-$10.9K	0.13%	112
2021 Q1	$316K	Buy	1,597 +40	+3%	+$7.49K	0.12%	118
2020 Q4	$275K	Buy	1,557 +50	+3%	+$8.34K	0.11%	123
2020 Q3	$264	Buy	+1,507	New	+$207K	0.12%	116
2020 Q1	–	Sell	-2,074	Closed	-$266K	–	131
2019 Q4	$266K	Sell	2,074 -2,884	-58%	-$338K	0.16%	118
2019 Q3	$480K	Buy	4,958 +2,479	+100%	+$236K	0.22%	87
2019 Q2	$215K	Buy	+2,479	New	+$200K	0.14%	135
2018 Q3	–	Sell	-1,750	Closed	-$133K	–	401
2018 Q2	$133K	Hold	1,750	–	–	0.09%	170
2018 Q1	$122K	Buy	1,750 +60	+4%	+$4.37K	0.09%	172
2017 Q4	$110K	Hold	1,690	–	–	0.08%	179
2017 Q3	$100K	Hold	1,690	–	–	0.08%	182
2017 Q2	$88K	Buy	1,690 +105	+7%	+$5.74K	0.07%	179
2017 Q1	$87K	Sell	1,585 -2,211	-58%	-$138K	0.06%	169
2016 Q4	$274K	Buy	+3,796	New	+$275K	0.18%	107

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Clear Perspective Advisors's TGT Position: Q4 2021 in Review

Clear Perspective Advisors increased its Target (TGT) stake by 26% in Q4 2021, buying an estimated $101K and bringing the position to 1,987 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #107.

Clear Perspective Advisors first reported a position in TGT in Q4 2016 and has held it in 16 quarters since. The position peaked at $480K in Q3 2019. 2,195 funds tracked by Wall St. Rank hold TGT as of Q4 2021.

Clear Perspective Advisors held 1,987 shares of Target worth $460K as of Q4 2021.
Clear Perspective Advisors bought 415 Target shares in Q4 2021, an estimated $101K.
Target made up 0.14% of Clear Perspective Advisors's portfolio in Q4 2021, its #107 holding.
Clear Perspective Advisors first reported a position in Target in Q4 2016 and has held it in 16 quarters since.
Clear Perspective Advisors's Target position peaked at $480K in Q3 2019.
2,195 funds tracked by Wall St. Rank held Target as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.