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Global Wealth Management Investment Advisory’s Target TGT Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-30,021
Closed -$4.68M – 153
2024
Q3 		$4.68M Buy
30,021
+327
+1% +$48.7K 1.01% 34
2024
Q2 		$4.4M Buy
29,694
+1,561
+6% +$246K 1.02% 31
2024
Q1 		$4.99M Sell
28,133
-136
-0.5% -$20.7K 1.22% 21
2023
Q4 		$4.03M Buy
28,269
+2,009
+8% +$245K 1.03% 26
2023
Q3 		$2.9M Buy
26,260
+4,098
+18% +$520K 0.81% 43
2023
Q2 		$2.92M Sell
22,162
-4,026
-15% -$597K 0.8% 44
2023
Q1 		$4.34M Buy
26,188
+452
+2% +$74.3K 1.31% 18
2022
Q4 		$3.84M Buy
25,736
+10,470
+69% +$1.64M 1.25% 21
2022
Q3 		$2.27M Buy
15,266
+1,995
+15% +$319K 0.81% 45
2022
Q2 		$1.87M Buy
13,271
+3,867
+41% +$741K 0.63% 60
2022
Q1 		$2M Buy
9,404
+991
+12% +$214K 0.59% 61
2021
Q4 		$1.95M Sell
8,413
-669
-7% -$163K 0.59% 60
2021
Q3 		$2.08M Sell
9,082
-2,724
-23% -$682K 0.66% 53
2021
Q2 		$2.85M Buy
11,806
+92
+0.8% +$20.1K 0.95% 34
2021
Q1 		$2.32M Sell
11,714
-2,138
-15% -$400K 0.84% 39
2020
Q4 		$2.44M Sell
13,852
-226
-2% -$37.7K 0.95% 34
2020
Q3 		$2.22M Sell
14,078
-2,944
-17% -$404K 0.96% 33
2020
Q2 		$2.04M Buy
17,022
+1,231
+8% +$141K 0.87% 38
2020
Q1 		$1.47M Sell
15,791
-1,393
-8% -$155K 0.74% 53
2019
Q4 		$2.2M Sell
17,184
-3,899
-18% -$458K 0.93% 34
2019
Q3 		$2.25M Buy
21,083
+1,231
+6% +$117K 1.03% 32
2019
Q2 		$1.72M Buy
19,852
+5,005
+34% +$404K 0.83% 48
2019
Q1 		$1.19M Buy
14,847
+717
+5% +$52.4K 0.62% 56
2018
Q4 		$934K Buy
+14,130
New +$1.09M 0.54% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Global Wealth Management Investment Advisory's TGT Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of Target (TGT) in Q4 2024, closing a stake of 30,021 shares — an estimated $4.68M sold.

Global Wealth Management Investment Advisory first reported a position in TGT in Q4 2018 and held it in 24 quarters. The position peaked at $4.99M in Q1 2024. 1,982 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Global Wealth Management Investment Advisory reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 30,021 Target shares in Q4 2024, an estimated $4.68M.
  • Global Wealth Management Investment Advisory first reported a position in Target in Q4 2018 and held it in 24 quarters.
  • Global Wealth Management Investment Advisory's Target position peaked at $4.99M in Q1 2024.
  • 1,982 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.