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Heritage Wealth Management (Arizona)’s Target TGT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$48.3K Buy
324
+271
+511% +$42.5K 0.01% 506
2022
Q3 		$8K Buy
53
+7
+15% +$1.12K ﹤0.01% 694
2022
Q2 		$6.5K Sell
46
-12
-21% -$2.3K ﹤0.01% 733
2022
Q1 		$12K Buy
+58
New +$12.5K ﹤0.01% 687
2021
Q3 		$13K Hold
58
– – ﹤0.01% 629
2021
Q2 		$14K Buy
58
+4
+7% +$876 0.01% 620
2021
Q1 		$11K Buy
+54
New +$10.1K 0.01% 569

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TGT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Target (TGT) stake by 511% in Q4 2022, buying an estimated $42.5K and bringing the position to 324 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #506.

Heritage Wealth Management (Arizona) first reported a position in TGT in Q1 2021 and has held it in 7 quarters since. 1,947 funds tracked by Wall St. Rank hold TGT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 324 shares of Target worth $48.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 271 Target shares in Q4 2022, an estimated $42.5K.
  • Target made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #506 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Target in Q1 2021 and has held it in 7 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Target as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.