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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TGT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Target (TGT) in Q2 2024, closing a stake of 140 shares — an estimated $24.8K sold.

Core Wealth Advisors (Florida) first reported a position in TGT in Q4 2019 and held it in 10 quarters. The position peaked at $24.8K in Q1 2024. 1,952 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Target position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 140 Target shares in Q2 2024, an estimated $24.8K.
Core Wealth Advisors (Florida) first reported a position in Target in Q4 2019 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s Target position peaked at $24.8K in Q1 2024.
1,952 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.