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Mark Sheptoff Financial Planning’s Target TGT Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-34
Closed -$5.07K – 395
2022
Q4 		$5.07K Buy
+34
New +$5.33K ﹤0.01% 313
2022
Q2 		– Sell
-1,975
Closed -$419K – 430
2022
Q1 		$419K Buy
1,975
+200
+11% +$43.3K 0.21% 70
2021
Q4 		$411K Hold
1,775
– – 0.2% 74
2021
Q3 		$406K Hold
1,775
– – 0.22% 68
2021
Q2 		$429K Hold
1,775
– – 0.23% 68
2021
Q1 		$352K Sell
1,775
-250
-12% -$46.8K 0.2% 70
2020
Q4 		$357K Buy
2,025
+1,100
+119% +$183K 0.2% 73
2020
Q3 		$146K Buy
925
+800
+640% +$110K 0.09% 106
2020
Q2 		$15K Buy
+125
New +$14.3K 0.01% 221
2020
Q1 		– Sell
-260
Closed -$33K – 379
2019
Q4 		$33K Hold
260
– – 0.02% 177
2019
Q3 		$28K Buy
+260
New +$24.7K 0.02% 185
2017
Q3 		– Sell
-100
Closed -$5K – 389
2017
Q2 		$5K Sell
100
-1
-1% -$55 ﹤0.01% 309
2017
Q1 		$6K Sell
101
-999
-91% -$62.2K ﹤0.01% 300
2016
Q4 		$79K Buy
1,100
+1,000
+1,000% +$72.4K 0.06% 148
2016
Q3 		$7K Hold
100
– – 0.01% 278
2016
Q2 		$7K Buy
+100
New +$7.46K 0.01% 265
2015
Q4 		– Sell
-46
Closed -$4K – 426
2015
Q3 		$4K Buy
+46
New +$3.67K ﹤0.01% 306

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's TGT Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Target (TGT) in Q1 2023, closing a stake of 34 shares — an estimated $5.07K sold.

Mark Sheptoff Financial Planning first reported a position in TGT in Q3 2015 and held it in 17 quarters. The position peaked at $429K in Q2 2021. 1,943 funds tracked by Wall St. Rank hold TGT as of Q1 2023.

  • Mark Sheptoff Financial Planning reported no remaining Target position as of Q1 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 34 Target shares in Q1 2023, an estimated $5.07K.
  • Mark Sheptoff Financial Planning first reported a position in Target in Q3 2015 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Target position peaked at $429K in Q2 2021.
  • 1,943 funds tracked by Wall St. Rank held Target as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.