Legacy Financial Group (Iowa)
TGT icon

Legacy Financial Group (Iowa)’s Target TGT Stock Holding History

Legacy Financial Group (Iowa)’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
-709
Closed -$78.4K – 462
2023
Q3 		$78.4K Buy
+709
New +$90K 0.02% 151

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

Legacy Financial Group (Iowa)'s TGT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Target (TGT) in Q4 2023, closing a stake of 709 shares — an estimated $78.4K sold.

Legacy Financial Group (Iowa) first reported a position in TGT in Q3 2023 and held it in 1 quarter. The position peaked at $78.4K in Q3 2023. 1,951 funds tracked by Wall St. Rank hold TGT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Target position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 709 Target shares in Q4 2023, an estimated $78.4K.
  • Legacy Financial Group (Iowa) first reported a position in Target in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Target position peaked at $78.4K in Q3 2023.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.