GoalVest Advisory’s Targa Resources TRGP Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-180	Closed	-$13.1K	–	410
2023 Q1	$13.1K	Buy	+180	New	+$13.3K	0.01%	175

Other funds holding TRGP

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GoalVest Advisory's TRGP Position: Q2 2023 in Review

GoalVest Advisory sold out of Targa Resources (TRGP) in Q2 2023, closing a stake of 180 shares — an estimated $13.1K sold.

GoalVest Advisory first reported a position in TRGP in Q1 2023 and held it in 1 quarter. The position peaked at $13.1K in Q1 2023. 602 funds tracked by Wall St. Rank hold TRGP as of Q2 2023.

GoalVest Advisory reported no remaining Targa Resources position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 180 Targa Resources shares in Q2 2023, an estimated $13.1K.
GoalVest Advisory first reported a position in Targa Resources in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's Targa Resources position peaked at $13.1K in Q1 2023.
602 funds tracked by Wall St. Rank held Targa Resources as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.