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Clearview Wealth Advisors’s Target TGT Stock Holding History

Clearview 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
2023
Q3 		– Sell
-189
Closed -$24.9K – 579
2023
Q2 		$24.9K Hold
189
– – 0.03% 252
2023
Q1 		$31.3K Hold
189
– – 0.03% 225
2022
Q4 		$28.2K Sell
189
-10
-5% -$1.57K 0.02% 206
2022
Q3 		$30K Buy
199
+10
+5% +$1.6K 0.02% 211
2022
Q2 		$27K Sell
189
-25
-12% -$4.79K 0.02% 244
2022
Q1 		$45K Sell
214
-252
-54% -$54.5K 0.03% 211
2021
Q4 		$108K Buy
466
+9
+2% +$2.19K 0.07% 150
2021
Q3 		$105K Buy
457
+142
+45% +$35.6K 0.07% 157
2021
Q2 		$76K Hold
315
– – 0.05% 201
2021
Q1 		$62K Buy
315
+30
+11% +$5.62K 0.04% 210
2020
Q4 		$50K Buy
+285
New +$47.5K 0.03% 198

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's TGT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Target (TGT) in Q3 2023, closing a stake of 189 shares — an estimated $24.9K sold.

Clearview Wealth Advisors first reported a position in TGT in Q4 2020 and held it in 11 quarters. The position peaked at $108K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold TGT as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Target position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 189 Target shares in Q3 2023, an estimated $24.9K.
  • Clearview Wealth Advisors first reported a position in Target in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Target position peaked at $108K in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Target as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.