SWA
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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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return