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Congress Wealth Management’s TechTarget TTGT Stock Holding History

Congress Wealth Management’s Portfolio TTGT Stock Details TTGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46,095
Closed -$2.03M – 575
2022
Q4 		$2.03M Sell
46,095
-8,507
-16% -$446K 0.05% 256
2022
Q3 		$3.23M Buy
54,602
+373
+0.7% +$24K 0.09% 221
2022
Q2 		$3.56M Sell
54,229
-1,260
-2% -$87.9K 0.09% 221
2022
Q1 		$4.51M Buy
55,489
+3,023
+6% +$244K 0.1% 218
2021
Q4 		$5.02M Buy
+52,466
New +$4.93M 0.1% 223

Other funds holding TTGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Congress Wealth Management's TTGT Position: Q1 2023 in Review

Congress Wealth Management sold out of TechTarget (TTGT) in Q1 2023, closing a stake of 46,095 shares — an estimated $2.03M sold.

Congress Wealth Management first reported a position in TTGT in Q4 2021 and held it in 5 quarters. The position peaked at $5.02M in Q4 2021. 182 funds tracked by Wall St. Rank hold TTGT as of Q1 2023.

  • Congress Wealth Management reported no remaining TechTarget position as of Q1 2023 after selling out during the quarter.
  • Congress Wealth Management sold 46,095 TechTarget shares in Q1 2023, an estimated $2.03M.
  • Congress Wealth Management first reported a position in TechTarget in Q4 2021 and held it in 5 quarters.
  • Congress Wealth Management's TechTarget position peaked at $5.02M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held TechTarget as of Q1 2023.

Based on Congress Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.