DWA
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Dougherty Wealth Advisers’s Target TGT Stock Holding History

Dougherty Wealth Advisers’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
-200
Closed -$35.4K – 114
2024
Q1 		$35.4K Hold
200
– – 0.03% 89
2023
Q4 		$28.5K Hold
200
– – 0.03% 102
2023
Q3 		$22.1K Hold
200
– – 0.03% 103
2023
Q2 		$26.4K Hold
200
– – 0.04% 100
2023
Q1 		$33.1K Hold
200
– – 0.05% 95
2022
Q4 		$29.8K Hold
200
– – 0.05% 102
2022
Q3 		$30K Hold
200
– – 0.06% 98
2022
Q2 		$28K Hold
200
– – 0.05% 100
2022
Q1 		$42K Hold
200
– – 0.06% 96
2021
Q4 		$46K Hold
200
– – 0.06% 104
2021
Q3 		$46K Hold
200
– – 0.07% 99
2021
Q2 		$48K Hold
200
– – 0.07% 97
2021
Q1 		$40K Hold
200
– – 0.06% 104
2020
Q4 		$35K Hold
200
– – 0.06% 115
2020
Q3 		$31K Hold
200
– – 0.11% 118
2020
Q2 		$24K Hold
200
– – 0.09% 130
2020
Q1 		$19K Hold
200
– – 0.08% 139
2019
Q4 		$26K Hold
200
– – 0.08% 142
2019
Q3 		$21K Sell
200
-500
-71% -$47.6K 0.07% 148
2019
Q2 		$61K Buy
700
+500
+250% +$40.4K 0.17% 97
2019
Q1 		$16K Hold
200
– – 0.05% 162
2018
Q4 		$14K Buy
+200
New +$15.4K 0.05% 174

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return