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Engrave Wealth Partners’s Targa Resources TRGP Stock Holding History

Engrave 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
2023
Q4 		$201K Buy
+2,314
New +$199K 0.06% 79
2020
Q3 		– Sell
-558
Closed -$11K – 388
2020
Q2 		$11K Hold
558
– – 0.01% 241
2020
Q1 		$3K Sell
558
-595
-52% -$17.7K ﹤0.01% 334
2019
Q4 		$47K Buy
+1,153
New +$44.7K 0.05% 130

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's TRGP Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in Targa Resources (TRGP) in Q4 2023: 2,314 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Engrave Wealth Partners previously reported a position in TRGP as recently as Q2 2020.

Engrave Wealth Partners first reported a position in TRGP in Q4 2019 and has held it in 4 quarters since. 655 funds tracked by Wall St. Rank hold TRGP as of Q4 2023.

  • Engrave Wealth Partners held 2,314 shares of Targa Resources worth $201K as of Q4 2023.
  • Targa Resources was a new Engrave Wealth Partners position in Q4 2023.
  • Targa Resources made up 0.06% of Engrave Wealth Partners's portfolio in Q4 2023, its #79 holding.
  • Engrave Wealth Partners first reported a position in Targa Resources in Q4 2019 and has held it in 4 quarters since.
  • 655 funds tracked by Wall St. Rank held Targa Resources as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.