SkyOak Wealth’s Target TGT Stock Holding History

SkyOak Wealth’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
2025 Q1	–	Sell	-1,859	Closed	-$251K	–	274
2024 Q4	$251K	Buy	1,859 +342	+23%	+$49K	0.05%	212
2024 Q3	$236K	Sell	1,517 -73	-5%	-$10.9K	0.05%	206
2024 Q2	$235K	Buy	1,590 +21	+1%	+$3.3K	0.05%	207
2024 Q1	$278K	Hold	1,569	–	–	0.07%	202
2023 Q4	$223K	Buy	+1,569	New	+$192K	0.06%	216
2022 Q2	–	Sell	-1,189	Closed	-$252K	–	251
2022 Q1	$252K	Sell	1,189 -20	-2%	-$4.33K	0.07%	193
2021 Q4	$280K	Buy	1,209 +13	+1%	+$3.16K	0.07%	188
2021 Q3	$274K	Buy	1,196 +12	+1%	+$3.01K	0.07%	191
2021 Q2	$286K	Buy	1,184 +10	+0.9%	+$2.19K	0.08%	176
2021 Q1	$240K	Sell	1,174 -83	-7%	-$15.5K	0.07%	196
2020 Q4	$222K	Buy	+1,257	New	+$210K	0.07%	195

Other funds holding TGT

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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