CWAF
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Core Wealth Advisors (Florida)’s Target TGT Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-140
Closed -$24.8K – 217
2024
Q1 		$24.8K Hold
140
– – 0.01% 136
2023
Q4 		$19.9K Buy
140
+25
+22% +$3.05K 0.01% 139
2023
Q3 		$12.7K Buy
+115
New +$14.6K 0.01% 138
2022
Q1 		– Sell
-12
Closed -$3K – 229
2021
Q4 		$3K Buy
+12
New +$2.92K ﹤0.01% 189
2021
Q2 		– Sell
-33
Closed -$7K – 207
2021
Q1 		$7K Hold
33
– – 0.01% 129
2020
Q4 		$6K Sell
33
-38
-54% -$6.34K 0.01% 135
2020
Q3 		$11K Buy
71
+38
+115% +$5.21K 0.01% 99
2020
Q2 		$4K Sell
33
-22
-40% -$2.51K ﹤0.01% 107
2020
Q1 		$5K Buy
55
+33
+150% +$3.66K ﹤0.01% 108
2019
Q4 		$3K Buy
+22
New +$2.58K ﹤0.01% 108

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return