Destiny Wealth Partners’s Target TGT Stock Holding History

Destiny Wealth Partners’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
2026 Q1	$1.84K	Buy	+15	New	+$1.69K	﹤0.01%	1059
2023 Q1	–	Sell	-821	Closed	-$122K	–	597
2022 Q4	$122K	Buy	821 +96	+13%	+$15.1K	0.03%	215
2022 Q3	$108K	Sell	725 -80	-10%	-$12.8K	0.02%	221
2022 Q2	$114K	Sell	805 -443	-35%	-$84.9K	0.03%	228
2022 Q1	$265K	Buy	1,248 +17	+1%	+$3.68K	0.05%	141
2021 Q4	$285K	Buy	1,231 +2	+0.2%	+$486	0.05%	146
2021 Q3	$281K	Buy	1,229 +2	+0.2%	+$501	0.06%	144
2021 Q2	$297K	Buy	1,227 +23	+2%	+$5.04K	0.06%	160
2021 Q1	$238K	Buy	1,204 +343	+40%	+$64.2K	0.05%	150
2020 Q4	$152K	Buy	+861	New	+$144K	0.03%	220

Other funds holding TGT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return