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SFMG Wealth Advisors’s Target TGT Stock Holding History

SFMG 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
2024
Q2 		– Sell
-1,194
Closed -$212K – 290
2024
Q1 		$212K Buy
+1,194
New +$182K 0.02% 244
2023
Q3 		– Sell
-1,705
Closed -$225K – 275
2023
Q2 		$225K Sell
1,705
-1,115
-40% -$165K 0.02% 214
2023
Q1 		$467K Buy
2,820
+446
+19% +$73.3K 0.05% 135
2022
Q4 		$354K Sell
2,374
-45
-2% -$7.06K 0.04% 166
2022
Q3 		$373K Buy
2,419
+305
+14% +$48.8K 0.04% 147
2022
Q2 		$299K Buy
2,114
+335
+19% +$64.2K 0.03% 179
2022
Q1 		$378K Sell
1,779
-369
-17% -$79.8K 0.04% 177
2021
Q4 		$497K Buy
2,148
+171
+9% +$41.6K 0.05% 153
2021
Q3 		$452K Buy
1,977
+78
+4% +$19.5K 0.05% 155
2021
Q2 		$459K Buy
1,899
+90
+5% +$19.7K 0.05% 159
2021
Q1 		$358K Buy
1,809
+581
+47% +$109K 0.04% 171
2020
Q4 		$217K Buy
+1,228
New +$205K 0.03% 201

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SFMG Wealth Advisors's TGT Position: Q2 2024 in Review

SFMG Wealth Advisors sold out of Target (TGT) in Q2 2024, closing a stake of 1,194 shares — an estimated $212K sold.

SFMG Wealth Advisors first reported a position in TGT in Q4 2020 and held it in 12 quarters. The position peaked at $497K in Q4 2021. 1,951 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

  • SFMG Wealth Advisors reported no remaining Target position as of Q2 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,194 Target shares in Q2 2024, an estimated $212K.
  • SFMG Wealth Advisors first reported a position in Target in Q4 2020 and held it in 12 quarters.
  • SFMG Wealth Advisors's Target position peaked at $497K in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on SFMG Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.