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Cyndeo Wealth Partners’s Targa Resources TRGP Stock Holding History

Cyndeo Wealth Partners’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,339
Closed -$262K – 416
2024
Q1 		$262K Sell
2,339
-81
-3% -$7.64K 0.02% 337
2023
Q4 		$210K Hold
2,420
– – 0.02% 354
2023
Q3 		$207K Buy
+2,420
New +$200K 0.02% 323

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cyndeo Wealth Partners's TRGP Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of Targa Resources (TRGP) in Q2 2024, closing a stake of 2,339 shares — an estimated $262K sold.

Cyndeo Wealth Partners first reported a position in TRGP in Q3 2023 and held it in 3 quarters. The position peaked at $262K in Q1 2024. 744 funds tracked by Wall St. Rank hold TRGP as of Q2 2024.

  • Cyndeo Wealth Partners reported no remaining Targa Resources position as of Q2 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,339 Targa Resources shares in Q2 2024, an estimated $262K.
  • Cyndeo Wealth Partners first reported a position in Targa Resources in Q3 2023 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Targa Resources position peaked at $262K in Q1 2024.
  • 744 funds tracked by Wall St. Rank held Targa Resources as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.