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Partnership Wealth Management’s Target TGT Stock Holding History

Partnership 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
-291
Closed -$45.3K – 168
2024
Q3 		$45.3K Hold
291
– – 0.03% 123
2024
Q2 		$43K Buy
291
+1
+0.3% +$157 0.03% 150
2024
Q1 		$51.5K Hold
290
– – 0.04% 146
2023
Q4 		$40.4K Buy
+290
New +$35.4K 0.03% 155

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
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

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

Partnership Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 291 shares — an estimated $45.3K sold.

Partnership Wealth Management first reported a position in TGT in Q4 2023 and held it in 4 quarters. The position peaked at $51.5K in Q1 2024. 1,985 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Partnership Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 291 Target shares in Q4 2024, an estimated $45.3K.
  • Partnership Wealth Management first reported a position in Target in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Target position peaked at $51.5K in Q1 2024.
  • 1,985 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.