RWB
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RMR Wealth Builders’s Target TGT Stock Holding History

RMR Wealth Builders’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
-1,389
Closed -$206K – 273
2024
Q2 		$206K Buy
1,389
+5
+0.4% +$787 0.02% 241
2024
Q1 		$245K Buy
+1,384
New +$211K 0.03% 229
2021
Q2 		– Sell
-512
Closed -$101K – 653
2021
Q1 		$101K Buy
512
+184
+56% +$34.4K 0.03% 268
2020
Q4 		$58K Buy
+328
New +$54.7K 0.03% 243
2020
Q3 		– Sell
-6
Closed -$1K – 442
2020
Q2 		$1K Buy
+6
New +$685 ﹤0.01% 431

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RMR Wealth Builders's TGT Position: Q3 2024 in Review

RMR Wealth Builders sold out of Target (TGT) in Q3 2024, closing a stake of 1,389 shares — an estimated $206K sold.

RMR Wealth Builders first reported a position in TGT in Q2 2020 and held it in 5 quarters. The position peaked at $245K in Q1 2024. 1,994 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

  • RMR Wealth Builders reported no remaining Target position as of Q3 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 1,389 Target shares in Q3 2024, an estimated $206K.
  • RMR Wealth Builders first reported a position in Target in Q2 2020 and held it in 5 quarters.
  • RMR Wealth Builders's Target position peaked at $245K in Q1 2024.
  • 1,994 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on RMR Wealth Builders's 13F filing for Q3 2024, filed 21 Oct 2024.