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Spartan Planning & Wealth Management’s Target TGT Stock Holding History

Spartan Planning & 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
2023
Q4 		$53.8K Buy
378
+372
+6,200% +$45.4K 0.06% 138
2023
Q3 		$663 Buy
+6
New +$762 ﹤0.01% 119
2022
Q4 		$149 Hold
1
– – ﹤0.01% 159
2022
Q3 		$0 Buy
+1
New +$160 ﹤0.01% 115
2022
Q2 		– Sell
-4
Closed -$1K – 149
2022
Q1 		$1K Buy
+4
New +$865 ﹤0.01% 130

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's TGT Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Target (TGT) stake by 6,200% in Q4 2023, buying an estimated $45.4K and bringing the position to 378 shares worth $53.8K. The position accounts for 0.06% of the portfolio, ranked #138.

Spartan Planning & Wealth Management first reported a position in TGT in Q1 2022 and has held it in 5 quarters since. 1,951 funds tracked by Wall St. Rank hold TGT as of Q4 2023.

  • Spartan Planning & Wealth Management held 378 shares of Target worth $53.8K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 372 Target shares in Q4 2023, an estimated $45.4K.
  • Target made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #138 holding.
  • Spartan Planning & Wealth Management first reported a position in Target in Q1 2022 and has held it in 5 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.