Perfromance Wealth Partners’s Target TGT Stock Holding History

Perfromance Wealth Partners’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 Q3	–	Sell	-1,577	Closed	-$233K	–	202
2024 Q2	$233K	Hold	1,577	–	–	0.01%	143
2024 Q1	$279K	Hold	1,577	–	–	0.01%	130
2023 Q4	$225K	Buy	+1,577	New	+$193K	0.01%	149
2023 Q3	–	Sell	-1,602	Closed	-$212K	–	182
2023 Q2	$212K	Hold	1,602	–	–	0.01%	174
2023 Q1	$265K	Sell	1,602 -89	-5%	-$14.6K	0.01%	155
2022 Q4	$252K	Buy	1,691 +1	+0.1%	+$157	0.02%	138
2022 Q3	$251K	Sell	1,690 -748	-31%	-$120K	0.01%	136
2022 Q2	$344K	Buy	2,438 +583	+31%	+$112K	0.02%	119
2022 Q1	$394K	Sell	1,855 -29	-2%	-$6.27K	0.02%	122
2021 Q4	$436K	Buy	+1,884	New	+$458K	0.02%	122

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perfromance Wealth Partners's TGT Position: Q3 2024 in Review

Perfromance Wealth Partners sold out of Target (TGT) in Q3 2024, closing a stake of 1,577 shares — an estimated $233K sold.

Perfromance Wealth Partners first reported a position in TGT in Q4 2021 and held it in 10 quarters. The position peaked at $436K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

Perfromance Wealth Partners reported no remaining Target position as of Q3 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 1,577 Target shares in Q3 2024, an estimated $233K.
Perfromance Wealth Partners first reported a position in Target in Q4 2021 and held it in 10 quarters.
Perfromance Wealth Partners's Target position peaked at $436K in Q4 2021.
1,994 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on Perfromance Wealth Partners's 13F filing for Q3 2024, filed 10 Oct 2024.