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Insight Wealth Strategies’s Target TGT Stock Holding History

Insight Wealth Strategies’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
-17,404
Closed -$2.71M – 174
2024
Q3 		$2.71M Buy
17,404
+681
+4% +$101K 0.36% 71
2024
Q2 		$2.48M Sell
16,723
-380
-2% -$59.8K 0.35% 65
2024
Q1 		$3.03M Sell
17,103
-902
-5% -$137K 0.44% 54
2023
Q4 		$2.56M Buy
18,005
+2,821
+19% +$344K 0.41% 44
2023
Q3 		$1.68M Buy
15,184
+2,097
+16% +$266K 0.32% 64
2023
Q2 		$1.73M Buy
13,087
+195
+2% +$28.9K 0.33% 54
2023
Q1 		$2.14M Buy
12,892
+226
+2% +$37.2K 0.42% 35
2022
Q4 		$1.89M Buy
12,666
+1,257
+11% +$197K 0.36% 41
2022
Q3 		$1.61M Hold
11,409
– – 0.3% 48
2022
Q2 		$1.61M Buy
11,409
+1,493
+15% +$286K 0.3% 48
2022
Q1 		$2.1M Buy
9,916
+1,510
+18% +$327K 0.31% 45
2021
Q4 		$1.95M Buy
8,406
+1,201
+17% +$292K 0.28% 51
2021
Q3 		$1.65M Buy
7,205
+1
+0% +$251 0.23% 62
2021
Q2 		$1.74M Sell
7,204
-2,633
-27% -$576K 0.25% 56
2021
Q1 		$1.95M Buy
9,837
+4,142
+73% +$775K 0.26% 55
2020
Q4 		$1M Sell
5,695
-263
-4% -$43.9K 0.17% 72
2020
Q3 		$938K Buy
5,958
+328
+6% +$45K 0.17% 60
2020
Q2 		$675K Buy
5,630
+1,664
+42% +$190K 0.15% 64
2020
Q1 		$369K Sell
3,966
-3,565
-47% -$396K 0.1% 99
2019
Q4 		$966K Sell
7,531
-46
-0.6% -$5.4K 0.2% 84
2019
Q3 		$810K Buy
7,577
+432
+6% +$41.1K 0.19% 82
2019
Q2 		$619K Buy
7,145
+14
+0.2% +$1.13K 0.15% 89
2019
Q1 		$572K Buy
7,131
+166
+2% +$12.1K 0.16% 89
2018
Q4 		$460K Buy
+6,965
New +$536K 0.14% 91

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 $3.38T AUM 44.17% 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

Insight Wealth Strategies's TGT Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Target (TGT) in Q4 2024, closing a stake of 17,404 shares — an estimated $2.71M sold.

Insight Wealth Strategies first reported a position in TGT in Q4 2018 and held it in 24 quarters. The position peaked at $3.03M in Q1 2024. 1,985 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 17,404 Target shares in Q4 2024, an estimated $2.71M.
  • Insight Wealth Strategies first reported a position in Target in Q4 2018 and held it in 24 quarters.
  • Insight Wealth Strategies's Target position peaked at $3.03M in Q1 2024.
  • 1,985 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.