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Ledge Wealth Management’s Target TGT Stock Holding History

Ledge 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
Q4 		– Sell
-2,223
Closed -$246K – 65
2023
Q3 		$246K Sell
2,223
-10,841
-83% -$1.38M 0.11% 55
2023
Q2 		$1.72M Sell
13,064
-1,806
-12% -$268K 0.82% 36
2023
Q1 		$2.46M Buy
14,870
+757
+5% +$124K 1.17% 24
2022
Q4 		$2.1M Buy
14,113
+2,253
+19% +$353K 0.96% 31
2022
Q3 		$1.76M Sell
11,860
-339
-3% -$54.3K 1.08% 26
2022
Q2 		$1.72M Buy
12,199
+2,610
+27% +$500K 1.06% 30
2022
Q1 		$2.04M Buy
+9,589
New +$2.07M 1.27% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ledge Wealth Management's TGT Position: Q4 2023 in Review

Ledge Wealth Management sold out of Target (TGT) in Q4 2023, closing a stake of 2,223 shares — an estimated $246K sold.

Ledge Wealth Management first reported a position in TGT in Q1 2022 and held it in 7 quarters. The position peaked at $2.46M in Q1 2023. 1,951 funds tracked by Wall St. Rank hold TGT as of Q4 2023.

  • Ledge Wealth Management reported no remaining Target position as of Q4 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 2,223 Target shares in Q4 2023, an estimated $246K.
  • Ledge Wealth Management first reported a position in Target in Q1 2022 and held it in 7 quarters.
  • Ledge Wealth Management's Target position peaked at $2.46M in Q1 2023.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.