SFPG
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Stonebridge Financial Planning Group’s Target TGT Stock Holding History

Stonebridge Financial Planning 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
Q1 		– Sell
-410
Closed -$89K – 340
2021
Q4 		$89K Hold
410
– – 0.05% 172
2021
Q3 		$107K Hold
410
– – 0.05% 159
2021
Q2 		$103K Hold
410
– – 0.05% 157
2021
Q1 		$84K Hold
410
– – 0.05% 177
2020
Q4 		$72K Buy
410
+60
+17% +$10K 0.05% 172
2020
Q3 		$58K Hold
350
– – 0.04% 168
2020
Q2 		$42K Buy
350
+250
+250% +$28.5K 0.04% 195
2020
Q1 		$10K Hold
100
– – 0.01% 305
2019
Q4 		$13K Buy
+100
New +$11.7K 0.01% 275

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM