Selective Wealth Management’s Target TGT Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-18	Closed	-$3K	–	667
2022 Q3	$3K	Sell	18 -182	-91%	-$29.1K	﹤0.01%	649
2022 Q2	$28K	Hold	200	–	–	0.01%	420
2022 Q1	$42K	Hold	200	–	–	0.02%	334
2021 Q4	$46K	Buy	+200	New	+$48.6K	0.02%	283
2020 Q3	–	Sell	-45	Closed	-$5K	–	407
2020 Q2	$5K	Hold	45	–	–	﹤0.01%	309
2020 Q1	$4K	Buy	+45	New	+$5K	0.01%	230

Other funds holding TGT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's TGT Position: Q4 2022 in Review

Selective Wealth Management sold out of Target (TGT) in Q4 2022, closing a stake of 18 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in TGT in Q1 2020 and held it in 6 quarters. The position peaked at $46K in Q4 2021. 1,948 funds tracked by Wall St. Rank hold TGT as of Q4 2022.

Selective Wealth Management reported no remaining Target position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 18 Target shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Target in Q1 2020 and held it in 6 quarters.
Selective Wealth Management's Target position peaked at $46K in Q4 2021.
1,948 funds tracked by Wall St. Rank held Target as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.