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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return