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Sound Financial Strategies Group’s Target TGT Stock Holding History

Sound Financial Strategies Group’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
2022
Q2 		– Sell
-3,859
Closed -$819K – 68
2022
Q1 		$819K Buy
3,859
+1,397
+57% +$302K 0.45% 47
2021
Q4 		$570K Sell
2,462
-50
-2% -$12.2K 0.29% 70
2021
Q3 		$575K Sell
2,512
-15
-0.6% -$3.76K 0.29% 64
2021
Q2 		$611K Sell
2,527
-816
-24% -$179K 0.3% 63
2021
Q1 		$662K Sell
3,343
-793
-19% -$148K 0.34% 22
2020
Q4 		$730K Sell
4,136
-335
-7% -$55.9K 0.4% 17
2020
Q3 		$704K Sell
4,471
-86
-2% -$11.8K 0.45% 26
2020
Q2 		$547K Sell
4,557
-3
-0.1% -$342 0.35% 28
2020
Q1 		$424K Sell
4,560
-9,460
-67% -$1.05M 0.29% 35
2019
Q4 		$1.8M Buy
+14,020
New +$1.65M 1.14% 24

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound Financial Strategies Group's TGT Position: Q2 2022 in Review

Sound Financial Strategies Group sold out of Target (TGT) in Q2 2022, closing a stake of 3,859 shares — an estimated $819K sold.

Sound Financial Strategies Group first reported a position in TGT in Q4 2019 and held it in 10 quarters. The position peaked at $1.8M in Q4 2019. 1,931 funds tracked by Wall St. Rank hold TGT as of Q2 2022.

  • Sound Financial Strategies Group reported no remaining Target position as of Q2 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,859 Target shares in Q2 2022, an estimated $819K.
  • Sound Financial Strategies Group first reported a position in Target in Q4 2019 and held it in 10 quarters.
  • Sound Financial Strategies Group's Target position peaked at $1.8M in Q4 2019.
  • 1,931 funds tracked by Wall St. Rank held Target as of Q2 2022.

Based on Sound Financial Strategies Group's 13F filing for Q2 2022, filed 25 Jul 2022.