Madison Wealth Management’s Target TGT Stock Holding History

Madison Wealth Management’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	–	Sell	-1,458	Closed	-$241K	–	157
2023 Q1	$241K	Hold	1,458	–	–	0.05%	146
2022 Q4	$217K	Sell	1,458 -164	-10%	-$25.7K	0.05%	150
2022 Q3	$241K	Hold	1,622	–	–	0.06%	145
2022 Q2	$229K	Hold	1,622	–	–	0.06%	149
2022 Q1	$344K	Hold	1,622	–	–	0.07%	131
2021 Q4	$375K	Hold	1,622	–	–	0.08%	126
2021 Q3	$371K	Hold	1,622	–	–	0.08%	122
2021 Q2	$392K	Buy	1,622 +176	+12%	+$38.5K	0.09%	116
2021 Q1	$286K	Hold	1,446	–	–	0.07%	131
2020 Q4	$255K	Hold	1,446	–	–	0.07%	130
2020 Q3	$228K	Buy	+1,446	New	+$198K	0.07%	127

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 $298B AUM 21.96% 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

Madison Wealth Management's TGT Position: Q2 2023 in Review

Madison Wealth Management sold out of Target (TGT) in Q2 2023, closing a stake of 1,458 shares — an estimated $241K sold.

Madison Wealth Management first reported a position in TGT in Q3 2020 and held it in 11 quarters. The position peaked at $392K in Q2 2021. 1,832 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

Madison Wealth Management reported no remaining Target position as of Q2 2023 after selling out during the quarter.
Madison Wealth Management sold 1,458 Target shares in Q2 2023, an estimated $241K.
Madison Wealth Management first reported a position in Target in Q3 2020 and held it in 11 quarters.
Madison Wealth Management's Target position peaked at $392K in Q2 2021.
1,832 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on Madison Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.