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Lakeridge Wealth Management’s Target TGT Stock Holding History

Lakeridge 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
-1,562
Closed -$243K – 160
2024
Q3 		$243K Buy
1,562
+10
+0.6% +$1.49K 0.13% 132
2024
Q2 		$230K Buy
1,552
+6
+0.4% +$944 0.14% 128
2024
Q1 		$274K Buy
1,546
+9
+0.6% +$1.37K 0.18% 104
2023
Q4 		$219K Buy
+1,537
New +$188K 0.16% 118

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 $3.38T AUM 44.17% 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

Lakeridge Wealth Management's TGT Position: Q4 2024 in Review

Lakeridge Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 1,562 shares — an estimated $243K sold.

Lakeridge Wealth Management first reported a position in TGT in Q4 2023 and held it in 4 quarters. The position peaked at $274K in Q1 2024. 1,985 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Lakeridge Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Lakeridge Wealth Management sold 1,562 Target shares in Q4 2024, an estimated $243K.
  • Lakeridge Wealth Management first reported a position in Target in Q4 2023 and held it in 4 quarters.
  • Lakeridge Wealth Management's Target position peaked at $274K in Q1 2024.
  • 1,985 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Lakeridge Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.