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Forefront Wealth Management’s Target TGT Stock Holding History

Forefront Wealth Management’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
Q3 		– Sell
-11,989
Closed -$1.58M – 44
2023
Q2 		$1.58M Sell
11,989
-86
-0.7% -$12.8K 2.09% 19
2023
Q1 		$2M Sell
12,075
-11
-0.1% -$1.81K 2.61% 17
2022
Q4 		$1.8M Sell
12,086
-102
-0.8% -$16K 2.43% 18
2022
Q3 		$1.81M Sell
12,188
-141
-1% -$22.6K 2.52% 17
2022
Q2 		$1.75M Sell
12,329
-4,363
-26% -$836K 2.36% 17
2022
Q1 		$3.54M Sell
16,692
-586
-3% -$127K 3.5% 7
2021
Q4 		$4M Buy
+17,278
New +$4.2M 3.82% 7

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forefront Wealth Management's TGT Position: Q3 2023 in Review

Forefront Wealth Management sold out of Target (TGT) in Q3 2023, closing a stake of 11,989 shares — an estimated $1.58M sold.

Forefront Wealth Management first reported a position in TGT in Q4 2021 and held it in 7 quarters. The position peaked at $4M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold TGT as of Q3 2023.

  • Forefront Wealth Management reported no remaining Target position as of Q3 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 11,989 Target shares in Q3 2023, an estimated $1.58M.
  • Forefront Wealth Management first reported a position in Target in Q4 2021 and held it in 7 quarters.
  • Forefront Wealth Management's Target position peaked at $4M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Target as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.