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Financial Advocates Investment Management’s Targa Resources TRGP Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-11,262
Closed -$828K – 819
2022
Q4 		$828K Buy
11,262
+4,957
+79% +$346K 0.06% 327
2022
Q3 		$308K Buy
+6,305
New +$414K 0.03% 537

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Advocates Investment Management's TRGP Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Targa Resources (TRGP) in Q1 2023, closing a stake of 11,262 shares — an estimated $828K sold.

Financial Advocates Investment Management first reported a position in TRGP in Q3 2022 and held it in 2 quarters. The position peaked at $828K in Q4 2022. 588 funds tracked by Wall St. Rank hold TRGP as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Targa Resources position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,262 Targa Resources shares in Q1 2023, an estimated $828K.
  • Financial Advocates Investment Management first reported a position in Targa Resources in Q3 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Targa Resources position peaked at $828K in Q4 2022.
  • 588 funds tracked by Wall St. Rank held Targa Resources as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.