Financial Synergies Wealth Advisors’s Target TGT Stock Holding History

Financial Synergies Wealth Advisors’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	-148	Closed	-$26.3K	–	428
2024 Q1	$26.3K	Buy	148 +10	+7%	+$1.52K	﹤0.01%	169
2023 Q4	$20.6K	Sell	138 -10	-7%	-$1.22K	﹤0.01%	139
2023 Q3	$16.4K	Buy	148 +2	+1%	+$254	﹤0.01%	197
2023 Q2	$19.3K	Buy	146 +8	+6%	+$1.19K	﹤0.01%	175
2023 Q1	$22.9K	Hold	138	–	–	﹤0.01%	163
2022 Q4	$20.6K	Buy	138 +137	+13,700%	+$21.5K	﹤0.01%	139
2022 Q3	$187	Buy	+1	New	+$160	﹤0.01%	450

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's TGT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Target (TGT) in Q2 2024, closing a stake of 148 shares — an estimated $26.3K sold.

Financial Synergies Wealth Advisors first reported a position in TGT in Q3 2022 and held it in 7 quarters. The position peaked at $26.3K in Q1 2024. 1,951 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Target position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 148 Target shares in Q2 2024, an estimated $26.3K.
Financial Synergies Wealth Advisors first reported a position in Target in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Target position peaked at $26.3K in Q1 2024.
1,951 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.