CPC
TGT icon

Consolidated Planning Corp’s Target TGT Stock Holding History

Consolidated Planning Corp’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
2024
Q4 		– Sell
-1,326
Closed -$207K – 212
2024
Q3 		$207K Buy
+1,326
New +$197K 0.03% 193
2024
Q2 		– Sell
-1,289
Closed -$228K – 203
2024
Q1 		$228K Buy
+1,289
New +$196K 0.04% 172
2023
Q2 		– Sell
-2,398
Closed -$397K – 174
2023
Q1 		$397K Sell
2,398
-15,120
-86% -$2.49M 0.1% 90
2022
Q4 		$2.61M Buy
17,518
+1,541
+10% +$242K 0.72% 44
2022
Q3 		$2.37M Buy
15,977
+156
+1% +$25K 0.74% 47
2022
Q2 		$2.23M Buy
+15,821
New +$3.03M 0.7% 45
2021
Q4 		– Sell
-817
Closed -$187K – 401
2021
Q3 		$187K Buy
+817
New +$205K 0.12% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Consolidated Planning Corp's TGT Position: Q4 2024 in Review

Consolidated Planning Corp sold out of Target (TGT) in Q4 2024, closing a stake of 1,326 shares — an estimated $207K sold.

Consolidated Planning Corp first reported a position in TGT in Q3 2021 and held it in 7 quarters. The position peaked at $2.61M in Q4 2022. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Consolidated Planning Corp reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,326 Target shares in Q4 2024, an estimated $207K.
  • Consolidated Planning Corp first reported a position in Target in Q3 2021 and held it in 7 quarters.
  • Consolidated Planning Corp's Target position peaked at $2.61M in Q4 2022.
  • 1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.