Phoenix Wealth Advisors’s Target TGT Stock Holding History

Phoenix 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
2023 Q1	–	Sell	-2,295	Closed	-$342K	–	114
2022 Q4	$342K	Sell	2,295 -628	-21%	-$98.5K	0.21%	66
2022 Q3	$434K	Buy	2,923 +191	+7%	+$30.6K	0.43%	50
2022 Q2	$386K	Buy	+2,732	New	+$524K	0.38%	56
2022 Q1	–	Sell	-2,337	Closed	-$541K	–	127
2021 Q4	$541K	Hold	2,337	–	–	0.41%	59
2021 Q3	$535K	Hold	2,337	–	–	0.4%	63
2021 Q2	$574K	Buy	2,337 +1	+0%	+$219	0.41%	63
2021 Q1	$469K	Buy	2,336 +105	+5%	+$19.7K	0.36%	58
2020 Q4	$394K	Buy	+2,231	New	+$372K	0.3%	68

Other funds holding TGT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Phoenix Wealth Advisors's TGT Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Target (TGT) in Q1 2023, closing a stake of 2,295 shares — an estimated $342K sold.

Phoenix Wealth Advisors first reported a position in TGT in Q4 2020 and held it in 8 quarters. The position peaked at $574K in Q2 2021. 1,943 funds tracked by Wall St. Rank hold TGT as of Q1 2023.

Phoenix Wealth Advisors reported no remaining Target position as of Q1 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 2,295 Target shares in Q1 2023, an estimated $342K.
Phoenix Wealth Advisors first reported a position in Target in Q4 2020 and held it in 8 quarters.
Phoenix Wealth Advisors's Target position peaked at $574K in Q2 2021.
1,943 funds tracked by Wall St. Rank held Target as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.