Lake Point Wealth Management’s Target TGT Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	341
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	304
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	310
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	294
2021 Q2	$4K	Buy	+15	New	+$3.28K	﹤0.01%	282
2020 Q1	–	Sell	-20	Closed	-$3K	–	462
2019 Q4	$3K	Buy	+20	New	+$2.35K	﹤0.01%	441

Other funds holding TGT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lake Point Wealth Management's TGT Position: Q2 2022 in Review

Lake Point Wealth Management held its Target (TGT) position steady in Q2 2022 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lake Point Wealth Management first reported a position in TGT in Q4 2019 and has held it in 6 quarters since. The position peaked at $4K in Q2 2021. 1,929 funds tracked by Wall St. Rank hold TGT as of Q2 2022.

Lake Point Wealth Management held 15 shares of Target worth $2K as of Q2 2022.
Lake Point Wealth Management left its Target share count unchanged in Q2 2022.
Target made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #341 holding.
Lake Point Wealth Management first reported a position in Target in Q4 2019 and has held it in 6 quarters since.
Lake Point Wealth Management's Target position peaked at $4K in Q2 2021.
1,929 funds tracked by Wall St. Rank held Target as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.