EWM
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Evermay Wealth Management’s Targa Resources TRGP Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-4
Closed -$348 – 722
2023
Q4 		$348 Buy
+4
New +$344 ﹤0.01% 628

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's TRGP Position: Q1 2024 in Review

Evermay Wealth Management sold out of Targa Resources (TRGP) in Q1 2024, closing a stake of 4 shares — an estimated $348 sold.

Evermay Wealth Management first reported a position in TRGP in Q4 2023 and held it in 1 quarter. The position peaked at $348 in Q4 2023. 690 funds tracked by Wall St. Rank hold TRGP as of Q1 2024.

  • Evermay Wealth Management reported no remaining Targa Resources position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Targa Resources shares in Q1 2024, an estimated $348.
  • Evermay Wealth Management first reported a position in Targa Resources in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Targa Resources position peaked at $348 in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Targa Resources as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.