Financial & Tax Architects’s Target TGT Stock Holding History

Financial & Tax Architects’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
2023 Q2	–	Sell	-31,978	Closed	-$5.3M	–	87
2023 Q1	$5.3M	Buy	31,978 +178	+0.6%	+$29.3K	1.74%	15
2022 Q4	$5.16M	Buy	31,800 +3,912	+14%	+$614K	1.76%	13
2022 Q3	$4.14M	Buy	27,888 +1,176	+4%	+$188K	1.55%	28
2022 Q2	$3.77M	Buy	26,712 +9,979	+60%	+$1.91M	1.43%	33
2022 Q1	$3.55M	Buy	16,733 +2,215	+15%	+$479K	1.34%	33
2021 Q4	$3.36M	Buy	14,518 +2,434	+20%	+$592K	1.37%	33
2021 Q3	$2.76M	Buy	12,084 +1,148	+10%	+$288K	1.26%	34
2021 Q2	$2.64M	Buy	10,936 +920	+9%	+$201K	1.3%	35
2021 Q1	$1.98M	Buy	+10,016	New	+$1.87M	1.11%	39

Other funds holding TGT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial & Tax Architects's TGT Position: Q2 2023 in Review

Financial & Tax Architects sold out of Target (TGT) in Q2 2023, closing a stake of 31,978 shares — an estimated $5.3M sold.

Financial & Tax Architects first reported a position in TGT in Q1 2021 and held it in 9 quarters. The position peaked at $5.3M in Q1 2023. 1,832 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

Financial & Tax Architects reported no remaining Target position as of Q2 2023 after selling out during the quarter.
Financial & Tax Architects sold 31,978 Target shares in Q2 2023, an estimated $5.3M.
Financial & Tax Architects first reported a position in Target in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's Target position peaked at $5.3M in Q1 2023.
1,832 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.