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RIM
Rockbridge Investment Management’s
Target
TGT
Stock Holding History
Rockbridge Investment 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
Q1
–
Sell
-5
Closed
-$725
–
568
2023
Q4
$725
Buy
+5
New
+$610
﹤0.01%
599
2022
Q1
–
Sell
-200
Closed
-$46K
–
851
2021
Q4
$46K
Hold
200
–
–
0.01%
360
2021
Q3
$46K
Hold
200
–
–
0.01%
332
2021
Q2
$48K
Hold
200
–
–
0.01%
321
2021
Q1
$40K
Sell
200
-21
-10%
-$3.93K
0.01%
322
2020
Q4
$39K
Hold
221
–
–
0.01%
316
2020
Q3
$35K
Sell
221
-6
-3%
-$823
0.01%
310
2020
Q2
$27K
Buy
+227
New
+$25.9K
0.01%
299
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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