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Delos Wealth Advisors’s Target TGT Stock Holding History

Delos Wealth 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
-7
Closed -$1.04K – 344
2024
Q2 		$1.04K Hold
7
– – ﹤0.01% 253
2024
Q1 		$1.24K Buy
+7
New +$1.06K ﹤0.01% 244
2022
Q2 		– Sell
-124
Closed -$26K – 263
2022
Q1 		$26K Hold
124
– – 0.03% 98
2021
Q4 		$29K Buy
+124
New +$30.2K 0.03% 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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Delos Wealth Advisors's TGT Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Target (TGT) in Q3 2024, closing a stake of 7 shares — an estimated $1.04K sold.

Delos Wealth Advisors first reported a position in TGT in Q4 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Target position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 7 Target shares in Q3 2024, an estimated $1.04K.
  • Delos Wealth Advisors first reported a position in Target in Q4 2021 and held it in 4 quarters.
  • Delos Wealth Advisors's Target position peaked at $29K in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.