Laidlaw Wealth Management’s Target TGT Stock Holding History

Laidlaw 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
2023 Q3	–	Sell	-4,241	Closed	-$559K	–	366
2023 Q2	$559K	Buy	4,241 +375	+10%	+$55.6K	0.11%	189
2023 Q1	$640K	Hold	3,866	–	–	0.13%	178
2022 Q4	$576K	Sell	3,866 -1,570	-29%	-$246K	0.12%	179
2022 Q3	$807K	Sell	5,436 -162	-3%	-$25.9K	0.19%	130
2022 Q2	$791K	Sell	5,598 -317	-5%	-$60.8K	0.16%	148
2022 Q1	$1.25M	Buy	5,915 +396	+7%	+$85.7K	0.21%	116
2021 Q4	$1.28M	Sell	5,519 -305	-5%	-$74.2K	0.2%	125
2021 Q3	$1.33M	Sell	5,824 -148	-2%	-$37.1K	0.34%	79
2021 Q2	$1.44M	Buy	5,972 +112	+2%	+$24.5K	0.37%	74
2021 Q1	$1.16M	Buy	5,860 +1,084	+23%	+$203K	0.4%	71
2020 Q4	$843K	Buy	+4,776	New	+$797K	0.18%	141

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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Laidlaw Wealth Management's TGT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Target (TGT) in Q3 2023, closing a stake of 4,241 shares — an estimated $559K sold.

Laidlaw Wealth Management first reported a position in TGT in Q4 2020 and held it in 11 quarters. The position peaked at $1.44M in Q2 2021. 1,741 funds tracked by Wall St. Rank hold TGT as of Q3 2023.

Laidlaw Wealth Management reported no remaining Target position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,241 Target shares in Q3 2023, an estimated $559K.
Laidlaw Wealth Management first reported a position in Target in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's Target position peaked at $1.44M in Q2 2021.
1,741 funds tracked by Wall St. Rank held Target as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.