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IBEX Wealth Advisors’s Targa Resources TRGP Stock Holding History

IBEX Wealth Advisors’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
2025
Q1 		– Sell
-3,008
Closed -$537K – 203
2024
Q4 		$537K Sell
3,008
-20,957
-87% -$3.76M 0.06% 145
2024
Q3 		$2.11M Buy
23,965
+21,796
+1,005% +$3.07M 0.58% 47
2024
Q2 		$279K Buy
+2,169
New +$254K 0.04% 110
2022
Q2 		– Sell
-3,960
Closed -$299K – 180
2022
Q1 		$299K Buy
+3,960
New +$250K 0.06% 137

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's TRGP Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Targa Resources (TRGP) in Q1 2025, closing a stake of 3,008 shares — an estimated $537K sold.

IBEX Wealth Advisors first reported a position in TRGP in Q1 2022 and held it in 4 quarters. The position peaked at $2.11M in Q3 2024. 980 funds tracked by Wall St. Rank hold TRGP as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Targa Resources position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,008 Targa Resources shares in Q1 2025, an estimated $537K.
  • IBEX Wealth Advisors first reported a position in Targa Resources in Q1 2022 and held it in 4 quarters.
  • IBEX Wealth Advisors's Targa Resources position peaked at $2.11M in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Targa Resources as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.