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Leverty Financial Group’s Target TGT Stock Holding History

Leverty Financial Group’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
Q3 		– Sell
-1,830
Closed -$271K – 39
2024
Q2 		$271K Buy
1,830
+116
+7% +$18.3K 0.16% 23
2024
Q1 		$304K Buy
1,714
+17
+1% +$2.59K 0.18% 24
2023
Q4 		$242K Buy
+1,697
New +$207K 0.15% 27
2023
Q3 		– Sell
-1,714
Closed -$226K – 31
2023
Q2 		$226K Sell
1,714
-338
-16% -$50.2K 0.16% 26
2023
Q1 		$340K Sell
2,052
-123
-6% -$20.2K 0.27% 15
2022
Q4 		$324K Sell
2,175
-34
-2% -$5.33K 0.28% 18
2022
Q3 		$327K Buy
2,209
+177
+9% +$28.3K 0.32% 14
2022
Q2 		$287K Hold
2,032
– – 0.27% 18
2022
Q1 		$431K Buy
2,032
+17
+0.8% +$3.68K 0.34% 14
2021
Q4 		$466K Buy
+2,015
New +$490K 0.36% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Leverty Financial Group's TGT Position: Q3 2024 in Review

Leverty Financial Group sold out of Target (TGT) in Q3 2024, closing a stake of 1,830 shares — an estimated $271K sold.

Leverty Financial Group first reported a position in TGT in Q4 2021 and held it in 10 quarters. The position peaked at $466K in Q4 2021. 1,992 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

  • Leverty Financial Group reported no remaining Target position as of Q3 2024 after selling out during the quarter.
  • Leverty Financial Group sold 1,830 Target shares in Q3 2024, an estimated $271K.
  • Leverty Financial Group first reported a position in Target in Q4 2021 and held it in 10 quarters.
  • Leverty Financial Group's Target position peaked at $466K in Q4 2021.
  • 1,992 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on Leverty Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.