Long Run Wealth Advisors’s Target TGT Stock Holding History

Long Run Wealth Advisors’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	-23,179	Closed	-$3.61M	–	110
2024 Q3	$3.61M	Buy	23,179 +2,780	+14%	+$414K	0.85%	37
2024 Q2	$3.02M	Sell	20,399 -1,763	-8%	-$277K	0.76%	39
2024 Q1	$3.93M	Buy	22,162 +902	+4%	+$137K	1.03%	27
2023 Q4	$3.03M	Buy	21,260 +2,215	+12%	+$270K	0.87%	33
2023 Q3	$2.11M	Buy	19,045 +1,296	+7%	+$165K	0.68%	40
2023 Q2	$2.34M	Buy	+17,749	New	+$2.63M	0.75%	39
2023 Q1	–	Sell	-14,034	Closed	-$2.09M	–	98
2022 Q4	$2.09M	Buy	14,034 +217	+2%	+$34K	0.75%	36
2022 Q3	$2.05M	Buy	+13,817	New	+$2.21M	0.81%	34

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Long Run Wealth Advisors's TGT Position: Q4 2024 in Review

Long Run Wealth Advisors sold out of Target (TGT) in Q4 2024, closing a stake of 23,179 shares — an estimated $3.61M sold.

Long Run Wealth Advisors first reported a position in TGT in Q3 2022 and held it in 8 quarters. The position peaked at $3.93M in Q1 2024. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

Long Run Wealth Advisors reported no remaining Target position as of Q4 2024 after selling out during the quarter.
Long Run Wealth Advisors sold 23,179 Target shares in Q4 2024, an estimated $3.61M.
Long Run Wealth Advisors first reported a position in Target in Q3 2022 and held it in 8 quarters.
Long Run Wealth Advisors's Target position peaked at $3.93M in Q1 2024.
1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Long Run Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.