PCWA
TGT icon

Pacific Capital Wealth Advisors’s Target TGT Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-235
Closed -$31.8K – 343
2024
Q4 		$31.8K Sell
235
-64
-21% -$9.17K 0.01% 183
2024
Q3 		$46.6K Hold
299
– – 0.01% 161
2024
Q2 		$44.3K Hold
299
– – 0.01% 163
2024
Q1 		$53K Buy
299
+64
+27% +$9.74K 0.01% 129
2023
Q4 		$33.5K Buy
+235
New +$28.7K 0.01% 162
2020
Q4 		– Sell
-275
Closed -$43K – 179
2020
Q3 		$43K Buy
+275
New +$37.7K 0.03% 110

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's TGT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Target (TGT) in Q1 2025, closing a stake of 235 shares — an estimated $31.8K sold.

Pacific Capital Wealth Advisors first reported a position in TGT in Q3 2020 and held it in 6 quarters. The position peaked at $53K in Q1 2024. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 235 Target shares in Q1 2025, an estimated $31.8K.
  • Pacific Capital Wealth Advisors first reported a position in Target in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Target position peaked at $53K in Q1 2024.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.