Summit Wealth Group’s Targa Resources TRGP Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-575	Closed	-$26K	–	201
2021 Q2	$26K	Buy	+575	New	+$22.3K	0.04%	68

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group's TRGP Position: Q3 2021 in Review

Summit Wealth Group sold out of Targa Resources (TRGP) in Q3 2021, closing a stake of 575 shares — an estimated $26K sold.

Summit Wealth Group first reported a position in TRGP in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 432 funds tracked by Wall St. Rank hold TRGP as of Q3 2021.

Summit Wealth Group reported no remaining Targa Resources position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 575 Targa Resources shares in Q3 2021, an estimated $26K.
Summit Wealth Group first reported a position in Targa Resources in Q2 2021 and held it in 1 quarter.
Summit Wealth Group's Targa Resources position peaked at $26K in Q2 2021.
432 funds tracked by Wall St. Rank held Targa Resources as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.