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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's TGT Position: Q1 2025 in Review

SkyOak Wealth sold out of Target (TGT) in Q1 2025, closing a stake of 1,859 shares — an estimated $251K sold.

SkyOak Wealth first reported a position in TGT in Q4 2020 and held it in 11 quarters. The position peaked at $286K in Q2 2021. 1,830 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • SkyOak Wealth reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 1,859 Target shares in Q1 2025, an estimated $251K.
  • SkyOak Wealth first reported a position in Target in Q4 2020 and held it in 11 quarters.
  • SkyOak Wealth's Target position peaked at $286K in Q2 2021.
  • 1,830 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.