SWM
TGT icon

Shelton Wealth Management’s Target TGT Stock Holding History

Shelton 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
2024
Q4 		– Sell
-3,595
Closed -$560K – 167
2024
Q3 		$560K Buy
3,595
+521
+17% +$77.6K 0.3% 94
2024
Q2 		$455K Buy
+3,074
New +$484K 0.26% 99

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Shelton Wealth Management's TGT Position: Q4 2024 in Review

Shelton Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 3,595 shares — an estimated $560K sold.

Shelton Wealth Management first reported a position in TGT in Q2 2024 and held it in 2 quarters. The position peaked at $560K in Q3 2024. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Shelton Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 3,595 Target shares in Q4 2024, an estimated $560K.
  • Shelton Wealth Management first reported a position in Target in Q2 2024 and held it in 2 quarters.
  • Shelton Wealth Management's Target position peaked at $560K in Q3 2024.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.