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Laurel Wealth Planning’s Target TGT Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-890
Closed -$133K – 184
2022
Q4 		$133K Hold
890
– – 0.09% 72
2022
Q3 		$132K Sell
890
-295
-25% -$47.2K 0.1% 67
2022
Q2 		$167K Sell
1,185
-115
-9% -$22K 0.12% 66
2022
Q1 		$276K Buy
1,300
+900
+225% +$195K 0.19% 60
2021
Q4 		$93K Hold
400
– – 0.07% 77
2021
Q3 		$92K Buy
400
+320
+400% +$80.2K 0.07% 75
2021
Q2 		$19K Hold
80
– – 0.02% 83
2021
Q1 		$16K Hold
80
– – 0.01% 86
2020
Q4 		$14K Buy
+80
New +$13.3K 0.01% 76

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laurel Wealth Planning's TGT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Target (TGT) in Q1 2023, closing a stake of 890 shares — an estimated $133K sold.

Laurel Wealth Planning first reported a position in TGT in Q4 2020 and held it in 9 quarters. The position peaked at $276K in Q1 2022. 1,943 funds tracked by Wall St. Rank hold TGT as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Target position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 890 Target shares in Q1 2023, an estimated $133K.
  • Laurel Wealth Planning first reported a position in Target in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Target position peaked at $276K in Q1 2022.
  • 1,943 funds tracked by Wall St. Rank held Target as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.