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Moss Adams Wealth Advisors’s Target TGT Stock Holding History

Moss Adams 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
2024
Q1 		– Sell
-1,753
Closed -$250K – 163
2023
Q4 		$250K Buy
+1,753
New +$214K 0.05% 99
2023
Q2 		– Sell
-1,640
Closed -$272K – 177
2023
Q1 		$272K Sell
1,640
-165
-9% -$27.1K 0.09% 70
2022
Q4 		$269K Buy
+1,805
New +$283K 0.13% 80

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moss Adams Wealth Advisors's TGT Position: Q1 2024 in Review

Moss Adams Wealth Advisors sold out of Target (TGT) in Q1 2024, closing a stake of 1,753 shares — an estimated $250K sold.

Moss Adams Wealth Advisors first reported a position in TGT in Q4 2022 and held it in 3 quarters. The position peaked at $272K in Q1 2023. 2,057 funds tracked by Wall St. Rank hold TGT as of Q1 2024.

  • Moss Adams Wealth Advisors reported no remaining Target position as of Q1 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,753 Target shares in Q1 2024, an estimated $250K.
  • Moss Adams Wealth Advisors first reported a position in Target in Q4 2022 and held it in 3 quarters.
  • Moss Adams Wealth Advisors's Target position peaked at $272K in Q1 2023.
  • 2,057 funds tracked by Wall St. Rank held Target as of Q1 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.