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Financial Synergies Wealth Advisors’s Targa Resources TRGP Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-4
Closed -$448 – 432
2024
Q1 		$448 Hold
4
– – ﹤0.01% 465
2023
Q4 		$294 Hold
4
– – ﹤0.01% 422
2023
Q3 		$343 Hold
4
– – ﹤0.01% 468
2023
Q2 		$305 Hold
4
– – ﹤0.01% 470
2023
Q1 		$292 Hold
4
– – ﹤0.01% 465
2022
Q4 		$294 Hold
4
– – ﹤0.01% 422
2022
Q3 		$242 Hold
4
– – ﹤0.01% 438
2022
Q2 		$239 Buy
+4
New +$287 ﹤0.01% 459

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Targa Resources (TRGP) in Q2 2024, closing a stake of 4 shares — an estimated $448 sold.

Financial Synergies Wealth Advisors first reported a position in TRGP in Q2 2022 and held it in 8 quarters. The position peaked at $448 in Q1 2024. 744 funds tracked by Wall St. Rank hold TRGP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Targa Resources position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Targa Resources shares in Q2 2024, an estimated $448.
  • Financial Synergies Wealth Advisors first reported a position in Targa Resources in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Targa Resources position peaked at $448 in Q1 2024.
  • 744 funds tracked by Wall St. Rank held Targa Resources as of Q2 2024.

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