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Kiely Wealth Advisory Group’s Target TGT Stock Holding History

Kiely Wealth Advisory Group’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 		$138K Hold
1,052
– – 0.09% 76
2024
Q3 		$165K Hold
1,052
– – 0.1% 67
2024
Q2 		$141K Hold
1,052
– – 0.08% 61
2024
Q1 		$172K Hold
1,052
– – 0.1% 48
2023
Q4 		$150K Buy
+1,052
New +$128K 0.09% 55

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

Kiely Wealth Advisory Group's TGT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Target (TGT) position steady in Q4 2024 at 1,052 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #76.

Kiely Wealth Advisory Group first reported a position in TGT in Q4 2023 and has held it in 5 quarters since. The position peaked at $172K in Q1 2024. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,052 shares of Target worth $138K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Target share count unchanged in Q4 2024.
  • Target made up 0.09% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #76 holding.
  • Kiely Wealth Advisory Group first reported a position in Target in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Target position peaked at $172K in Q1 2024.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.