HWA
TGT icon

HCR Wealth Advisors’s Target TGT Stock Holding History

HCR Wealth Advisors’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
-1,503
Closed -$234K – 239
2024
Q3 		$234K Buy
+1,503
New +$224K 0.03% 210
2024
Q2 		– Sell
-12,899
Closed -$2.29M – 231
2024
Q1 		$2.29M Sell
12,899
-288
-2% -$43.8K 0.35% 53
2023
Q4 		$1.88M Buy
13,187
+868
+7% +$106K 0.3% 58
2023
Q3 		$1.36M Sell
12,319
-1,919
-13% -$244K 0.3% 66
2023
Q2 		$1.88M Sell
14,238
-377
-3% -$55.9K 0.35% 60
2023
Q1 		$2.42M Hold
14,615
– – 0.48% 39
2022
Q4 		$2.18M Sell
14,615
-1,014
-6% -$159K 0.46% 44
2022
Q3 		$2.32M Sell
15,629
-207
-1% -$33.1K 0.49% 40
2022
Q2 		$2.24M Sell
15,836
-216
-1% -$41.4K 0.45% 47
2022
Q1 		$3.41M Sell
16,052
-41
-0.3% -$8.87K 0.56% 37
2021
Q4 		$3.73M Sell
16,093
-331
-2% -$80.5K 0.58% 34
2021
Q3 		$3.76M Buy
16,424
+216
+1% +$54.1K 0.63% 27
2021
Q2 		$3.92M Buy
16,208
+567
+4% +$124K 0.68% 24
2021
Q1 		$3.1M Buy
15,641
+223
+1% +$41.7K 0.61% 33
2020
Q4 		$2.72M Buy
15,418
+986
+7% +$164K 0.57% 28
2020
Q3 		$2.27M Buy
14,432
+450
+3% +$61.7K 0.52% 34
2020
Q2 		$1.66M Sell
13,982
-114
-0.8% -$13K 0.39% 43
2020
Q1 		$1.31M Sell
14,096
-54
-0.4% -$6K 0.38% 48
2019
Q4 		$1.81M Buy
+14,150
New +$1.66M 0.44% 43

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HCR Wealth Advisors's TGT Position: Q4 2024 in Review

HCR Wealth Advisors sold out of Target (TGT) in Q4 2024, closing a stake of 1,503 shares — an estimated $234K sold.

HCR Wealth Advisors first reported a position in TGT in Q4 2019 and held it in 19 quarters. The position peaked at $3.92M in Q2 2021. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • HCR Wealth Advisors reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,503 Target shares in Q4 2024, an estimated $234K.
  • HCR Wealth Advisors first reported a position in Target in Q4 2019 and held it in 19 quarters.
  • HCR Wealth Advisors's Target position peaked at $3.92M in Q2 2021.
  • 1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on HCR Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.