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Jamison Private Wealth Management’s Target TGT Stock Holding History

Jamison Private Wealth Management’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
-690
Closed -$108K – 440
2024
Q3 		$108K Sell
690
-51
-7% -$7.6K 0.02% 223
2024
Q2 		$110K Sell
741
-31
-4% -$4.88K 0.02% 211
2024
Q1 		$137K Buy
772
+210
+37% +$31.9K 0.02% 195
2023
Q4 		$80.1K Buy
562
+3
+0.5% +$366 0.02% 213
2023
Q3 		$61.8K Buy
+559
New +$71K 0.01% 220

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

Jamison Private Wealth Management's TGT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 690 shares — an estimated $108K sold.

Jamison Private Wealth Management first reported a position in TGT in Q3 2023 and held it in 5 quarters. The position peaked at $137K in Q1 2024. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 690 Target shares in Q4 2024, an estimated $108K.
  • Jamison Private Wealth Management first reported a position in Target in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Target position peaked at $137K in Q1 2024.
  • 1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.