Schechter Investment Advisors’s Targa Resources TRGP Stock Holding History

Schechter Investment Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$448K	Sell	2,234 -268	-11%	-$53.2K	0.04%	394
2024 Q4	$447K	Sell	2,502 -368	-13%	-$66K	0.03%	411
2024 Q3	$425K	Sell	2,870 -20	-0.7%	-$2.81K	0.03%	429
2024 Q2	$372K	Sell	2,890 -128	-4%	-$15K	0.03%	431
2024 Q1	$338K	Sell	3,018 -41	-1%	-$3.87K	0.03%	472
2023 Q4	$266K	Buy	3,059 +93	+3%	+$7.99K	0.02%	492
2023 Q3	$254K	Buy	2,966 +16	+0.5%	+$1.32K	0.02%	495
2023 Q2	$224K	Buy	2,950 +115	+4%	+$8.34K	0.02%	562
2023 Q1	$207K	Sell	2,835 -183	-6%	-$13.5K	0.02%	615
2022 Q4	$222K	Buy	+3,018	New	+$211K	0.02%	720

Other funds holding TRGP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's TRGP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Targa Resources (TRGP) stake by 11% in Q1 2025, selling an estimated $53.2K and leaving 2,234 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #394.

Schechter Investment Advisors first reported a position in TRGP in Q4 2022 and has held it in 10 quarters since. 976 funds tracked by Wall St. Rank hold TRGP as of Q1 2025.

Schechter Investment Advisors held 2,234 shares of Targa Resources worth $448K as of Q1 2025.
Schechter Investment Advisors sold 268 Targa Resources shares in Q1 2025, an estimated $53.2K.
Targa Resources made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #394 holding.
Schechter Investment Advisors first reported a position in Targa Resources in Q4 2022 and has held it in 10 quarters since.
976 funds tracked by Wall St. Rank held Targa Resources as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.