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IVC Wealth Advisors’s Target TGT Stock Holding History

IVC 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
-1,513
Closed -$236K – 166
2024
Q3 		$236K Sell
1,513
-3
-0.2% -$447 0.13% 145
2024
Q2 		$224K Sell
1,516
-399
-21% -$62.8K 0.13% 149
2024
Q1 		$339K Sell
1,915
-8
-0.4% -$1.22K 0.2% 110
2023
Q4 		$274K Buy
1,923
+66
+4% +$8.06K 0.17% 116
2023
Q3 		$205K Sell
1,857
-73
-4% -$9.27K 0.14% 137
2023
Q2 		$255K Sell
1,930
-54
-3% -$8.01K 0.16% 125
2023
Q1 		$329K Buy
1,984
+28
+1% +$4.6K 0.23% 101
2022
Q4 		$292K Sell
1,956
-3
-0.2% -$471 0.21% 111
2022
Q3 		$291K Buy
1,959
+15
+0.8% +$2.4K 0.23% 104
2022
Q2 		$275K Sell
1,944
-210
-10% -$40.3K 0.21% 113
2022
Q1 		$457K Sell
2,154
-255
-11% -$55.2K 0.3% 82
2021
Q4 		$558K Sell
2,409
-18
-0.7% -$4.38K 0.36% 71
2021
Q3 		$555K Sell
2,427
-405
-14% -$101K 0.38% 70
2021
Q2 		$685K Sell
2,832
-302
-10% -$66.1K 0.48% 57
2021
Q1 		$621K Buy
3,134
+647
+26% +$121K 0.49% 61
2020
Q4 		$439K Buy
+2,487
New +$415K 0.42% 66

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

IVC Wealth Advisors sold out of Target (TGT) in Q4 2024, closing a stake of 1,513 shares — an estimated $236K sold.

IVC Wealth Advisors first reported a position in TGT in Q4 2020 and held it in 16 quarters. The position peaked at $685K in Q2 2021. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • IVC Wealth Advisors reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 1,513 Target shares in Q4 2024, an estimated $236K.
  • IVC Wealth Advisors first reported a position in Target in Q4 2020 and held it in 16 quarters.
  • IVC Wealth Advisors's Target position peaked at $685K in Q2 2021.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.