LWM Advisory Services’s Target TGT Stock Holding History

LWM Advisory Services’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
2022 Q2	–	Sell	-1,146	Closed	-$243K	–	121
2022 Q1	$243K	Buy	1,146 +104	+10%	+$22.5K	0.3%	94
2021 Q4	$241K	Buy	+1,042	New	+$253K	0.3%	92

Other funds holding TGT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LWM Advisory Services's TGT Position: Q2 2022 in Review

LWM Advisory Services sold out of Target (TGT) in Q2 2022, closing a stake of 1,146 shares — an estimated $243K sold.

LWM Advisory Services first reported a position in TGT in Q4 2021 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 1,928 funds tracked by Wall St. Rank hold TGT as of Q2 2022.

LWM Advisory Services reported no remaining Target position as of Q2 2022 after selling out during the quarter.
LWM Advisory Services sold 1,146 Target shares in Q2 2022, an estimated $243K.
LWM Advisory Services first reported a position in Target in Q4 2021 and held it in 2 quarters.
LWM Advisory Services's Target position peaked at $243K in Q1 2022.
1,928 funds tracked by Wall St. Rank held Target as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.