MWA
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Meridian Wealth Advisors’s Target TGT Stock Holding History

Meridian Wealth 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
2023
Q3 		– Sell
-1,544
Closed -$204K – 185
2023
Q2 		$204K Sell
1,544
-19
-1% -$2.82K 0.05% 174
2023
Q1 		$259K Buy
1,563
+166
+12% +$27.3K 0.06% 160
2022
Q4 		$208K Buy
1,397
+10
+0.7% +$1.57K 0.05% 179
2022
Q3 		$206K Sell
1,387
-65
-4% -$10.4K 0.06% 173
2022
Q2 		$205K Buy
1,452
+205
+16% +$39.3K 0.05% 185
2022
Q1 		$265K Buy
1,247
+330
+36% +$71.4K 0.06% 183
2021
Q4 		$212K Sell
917
-22
-2% -$5.35K 0.05% 187
2021
Q3 		$215K Buy
+939
New +$235K 0.06% 181
2019
Q1 		– Sell
-1,030
Closed -$68K – 361
2018
Q4 		$68K Buy
+1,030
New +$79.3K 0.05% 212

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return