CFA
TGT icon

CWS Financial Advisors’s Target TGT Stock Holding History

CWS Financial 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
2024
Q3 		– Sell
-1,513
Closed -$224K – 122
2024
Q2 		$224K Sell
1,513
-152
-9% -$23.9K 0.09% 100
2024
Q1 		$295K Sell
1,665
-297
-15% -$45.2K 0.12% 88
2023
Q4 		$279K Buy
1,962
+6
+0.3% +$732 0.1% 126
2023
Q3 		$216K Sell
1,956
-53
-3% -$6.73K 0.09% 130
2023
Q2 		$265K Buy
2,009
+69
+4% +$10.2K 0.1% 119
2023
Q1 		$321K Buy
1,940
+454
+31% +$74.6K 0.13% 110
2022
Q4 		$294K Sell
1,486
-243
-14% -$38.1K 0.13% 107
2022
Q3 		$257K Buy
1,729
+238
+16% +$38.1K 0.12% 113
2022
Q2 		$211K Sell
1,491
-53
-3% -$10.2K 0.1% 134
2022
Q1 		$328K Hold
1,544
– – 0.12% 109
2021
Q4 		$357K Buy
+1,544
New +$375K 0.13% 104
2021
Q2 		$359K Hold
1,486
– – 0.14% 104
2021
Q1 		$294K Sell
1,486
-46
-3% -$8.61K 0.13% 107
2020
Q4 		$271K Hold
1,532
– – 0.16% 105
2020
Q3 		$241K Sell
1,532
-200
-12% -$27.4K 0.16% 105
2020
Q2 		$208K Sell
1,732
-37
-2% -$4.22K 0.15% 114
2020
Q1 		$227K Buy
+1,769
New +$196K 0.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return