McClarren Financial Advisors’s Target TGT Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-763	Closed	-$77K	–	271
2025 Q1	$77K	Buy	+763	New	+$95.4K	0.05%	117
2024 Q4	–	Sell	-641	Closed	-$99	–	296
2024 Q3	$99	Buy	641 +197	+44%	+$29.3K	0.01%	95
2024 Q2	$106K	Sell	444 -271	-38%	-$42.6K	0.07%	105
2024 Q1	$127K	Sell	715 -782	-52%	-$119K	0.09%	92
2023 Q4	$213K	Buy	1,497 +4	+0.3%	+$488	0.16%	67
2023 Q3	$165K	Sell	1,493 -104	-7%	-$13.2K	0.14%	74
2023 Q2	$210K	Buy	1,597 +1,230	+335%	+$183K	0.17%	62
2023 Q1	$60K	Buy	367 +2	+0.5%	+$329	0.05%	127
2022 Q4	$54K	Buy	365 +111	+44%	+$17.4K	0.05%	141
2022 Q3	$37K	Buy	+254	New	+$40.7K	0.04%	160
2022 Q2	–	Sell	-257	Closed	-$54K	–	246
2022 Q1	$54K	Hold	257	–	–	0.04%	120
2021 Q4	$60K	Buy	257 +2	+0.8%	+$486	0.04%	126
2021 Q3	$58K	Buy	255 +1	+0.4%	+$251	0.05%	107
2021 Q2	$61K	Hold	254	–	–	0.05%	106
2021 Q1	$50K	Buy	254 +1	+0.4%	+$187	0.04%	108
2020 Q4	$44K	Buy	+253	New	+$42.2K	0.04%	104

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 $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

Franklin Resources

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

Bank of America

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return