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Palumbo Wealth Management’s Target TGT Stock Holding History

Palumbo Wealth Management’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
Q4 		– Sell
-9,300
Closed -$1.45M – 189
2024
Q3 		$1.45M Buy
9,300
+876
+10% +$130K 0.56% 49
2024
Q2 		$1.25M Buy
8,424
+1,393
+20% +$219K 0.53% 52
2024
Q1 		$1.25M Buy
7,031
+549
+8% +$83.5K 0.56% 49
2023
Q4 		$923K Sell
6,482
-168
-3% -$20.5K 0.47% 54
2023
Q3 		$735K Buy
6,650
+1,168
+21% +$148K 0.4% 53
2023
Q2 		$723K Buy
5,482
+14
+0.3% +$2.08K 0.44% 45
2023
Q1 		$906K Buy
5,468
+161
+3% +$26.5K 0.6% 39
2022
Q4 		$791K Buy
5,307
+237
+5% +$37.2K 0.63% 40
2022
Q3 		$752K Buy
5,070
+146
+3% +$23.4K 0.64% 39
2022
Q2 		$695K Buy
4,924
+258
+6% +$49.5K 0.55% 42
2022
Q1 		$990K Buy
4,666
+37
+0.8% +$8.01K 0.64% 37
2021
Q4 		$1.07M Sell
4,629
-1
-0% -$243 0.67% 30
2021
Q3 		$1.06M Sell
4,630
-852
-16% -$213K 0.7% 22
2021
Q2 		$1.32M Buy
5,482
+11
+0.2% +$2.41K 0.89% 20
2021
Q1 		$1.08M Sell
5,471
-6
-0.1% -$1.12K 0.82% 22
2020
Q4 		$967K Buy
+5,477
New +$913K 0.78% 22

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Palumbo Wealth Management's TGT Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 9,300 shares — an estimated $1.45M sold.

Palumbo Wealth Management first reported a position in TGT in Q4 2020 and held it in 16 quarters. The position peaked at $1.45M in Q3 2024. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 9,300 Target shares in Q4 2024, an estimated $1.45M.
  • Palumbo Wealth Management first reported a position in Target in Q4 2020 and held it in 16 quarters.
  • Palumbo Wealth Management's Target position peaked at $1.45M in Q3 2024.
  • 1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.