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Sugarloaf Wealth Management’s Targa Resources TRGP Stock Holding History

Sugarloaf Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63
Closed -$4K – 862
2022
Q3 		$4K Buy
+63
New +$4.14K ﹤0.01% 654

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sugarloaf Wealth Management's TRGP Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Targa Resources (TRGP) in Q4 2022, closing a stake of 63 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in TRGP in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 558 funds tracked by Wall St. Rank hold TRGP as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Targa Resources position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 63 Targa Resources shares in Q4 2022, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in Targa Resources in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Targa Resources position peaked at $4K in Q3 2022.
  • 558 funds tracked by Wall St. Rank held Targa Resources as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.