Lumature Wealth Partners’s Target TGT Stock Holding History

Lumature Wealth Partners’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 Q2	$175K	Buy	1,325 +12	+0.9%	+$1.78K	0.1%	162
2023 Q1	$217K	Buy	1,313 +126	+11%	+$20.7K	0.12%	149
2022 Q4	$177K	Sell	1,187 -56	-5%	-$8.79K	0.1%	155
2022 Q3	$184K	Buy	1,243 +101	+9%	+$16.2K	0.1%	165
2022 Q2	$161K	Buy	1,142 +6	+0.5%	+$1.15K	0.07%	184
2022 Q1	$241K	Sell	1,136 -78	-6%	-$16.9K	0.1%	149
2021 Q4	$281K	Buy	1,214 +192	+19%	+$46.7K	0.11%	132
2021 Q3	$234K	Buy	1,022 +175	+21%	+$43.8K	0.1%	132
2021 Q2	$205K	Buy	847 +426	+101%	+$93.3K	0.08%	136
2021 Q1	$83K	Buy	+421	New	+$78.8K	0.04%	180

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

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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's TGT Position: Q2 2023 in Review

Lumature Wealth Partners increased its Target (TGT) stake by 0.91% in Q2 2023, buying an estimated $1.78K and bringing the position to 1,325 shares worth $175K. The position accounts for 0.1% of the portfolio, ranked #162.

Lumature Wealth Partners first reported a position in TGT in Q1 2021 and has held it in 10 quarters since. The position peaked at $281K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

Lumature Wealth Partners held 1,325 shares of Target worth $175K as of Q2 2023.
Lumature Wealth Partners bought 12 Target shares in Q2 2023, an estimated $1.78K.
Target made up 0.1% of Lumature Wealth Partners's portfolio in Q2 2023, its #162 holding.
Lumature Wealth Partners first reported a position in Target in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Target position peaked at $281K in Q4 2021.
1,832 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.