Janiczek Wealth Management’s Target TGT Stock Holding History

Janiczek 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 Q2	$80.1K	Buy	541 +66	+14%	+$10.4K	0.02%	324
2024 Q1	$84.1K	Sell	475 -19	-4%	-$2.89K	0.02%	325
2023 Q4	$70.3K	Buy	494 +78	+19%	+$9.52K	0.02%	336
2023 Q3	$46K	Buy	416 +7	+2%	+$889	0.01%	373
2023 Q2	$53.9K	Buy	409 +1	+0.2%	+$148	0.01%	308
2023 Q1	$65.7K	Sell	408 -96	-19%	-$15.8K	0.02%	273
2022 Q4	$80.5K	Sell	504 -121	-19%	-$19K	0.02%	248
2022 Q3	$96K	Buy	625 +52	+9%	+$8.32K	0.03%	200
2022 Q2	$94K	Sell	573 -671	-54%	-$129K	0.03%	215
2022 Q1	$264K	Buy	1,244 +183	+17%	+$39.6K	0.07%	82
2021 Q4	$246K	Buy	1,061 +21	+2%	+$5.11K	0.07%	89
2021 Q3	$238K	Buy	1,040 +115	+12%	+$28.8K	0.08%	82
2021 Q2	$224K	Buy	925 +51	+6%	+$11.2K	0.08%	73
2021 Q1	$173K	Buy	874 +125	+17%	+$23.4K	0.07%	78
2020 Q4	$132K	Buy	749 +512	+216%	+$85.4K	0.06%	89
2020 Q3	$37K	Buy	237 +139	+142%	+$19.1K	0.02%	116
2020 Q2	$12K	Buy	+98	New	+$11.2K	0.01%	140

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return