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Sutton Wealth Advisors’s Target TGT Stock Holding History

Sutton Wealth Advisors’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
Q3 		$132K Sell
1,198
-51
-4% -$6.47K 0.07% 144
2023
Q2 		$165K Sell
1,249
-631
-34% -$93.6K 0.08% 125
2023
Q1 		$311K Sell
1,880
-2,295
-55% -$377K 0.17% 79
2022
Q4 		$622K Buy
4,175
+98
+2% +$15.4K 0.24% 68
2022
Q3 		$605K Buy
4,077
+188
+5% +$30.1K 0.25% 66
2022
Q2 		$549K Buy
3,889
+222
+6% +$42.6K 0.22% 75
2022
Q1 		$778K Buy
3,667
+87
+2% +$18.8K 0.27% 64
2021
Q4 		$829K Buy
3,580
+13
+0.4% +$3.16K 0.28% 63
2021
Q3 		$816K Sell
3,567
-75
-2% -$18.8K 0.3% 58
2021
Q2 		$880K Buy
3,642
+50
+1% +$10.9K 0.32% 55
2021
Q1 		$711K Buy
3,592
+105
+3% +$19.7K 0.28% 62
2020
Q4 		$616K Buy
3,487
+12
+0.3% +$2K 0.26% 67
2020
Q3 		$547K Buy
3,475
+383
+12% +$52.6K 0.26% 66
2020
Q2 		$371K Buy
3,092
+628
+25% +$71.7K 0.19% 90
2020
Q1 		$229K Sell
2,464
-221
-8% -$24.5K 0.14% 115
2019
Q4 		$344K Buy
2,685
+48
+2% +$5.63K 0.18% 99
2019
Q3 		$282K Buy
2,637
+389
+17% +$37K 0.16% 112
2019
Q2 		$195K Hold
2,248
– – 0.11% 146
2019
Q1 		$180K Hold
2,248
– – 0.11% 149
2018
Q4 		$149K Buy
2,248
+470
+26% +$36.2K 0.1% 154
2018
Q3 		$157K Hold
1,778
– – 0.1% 148
2018
Q2 		$135K Hold
1,778
– – 0.09% 167
2018
Q1 		$123K Hold
1,778
– – 0.09% 175
2017
Q4 		$116K Sell
1,778
-41
-2% -$2.48K 0.09% 186
2017
Q3 		$107K Hold
1,819
– – 0.08% 188
2017
Q2 		$95.1K Buy
1,819
+35
+2% +$1.91K 0.08% 199
2017
Q1 		$98.5K Sell
1,784
-25
-1% -$1.56K 0.08% 186
2016
Q4 		$131K Buy
1,809
+5
+0.3% +$362 0.12% 150
2016
Q3 		$124K Sell
1,804
-7
-0.4% -$502 0.11% 157
2016
Q2 		$126K Hold
1,811
– – 0.12% 148
2016
Q1 		$149K Buy
+1,811
New +$137K 0.14% 125

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's TGT Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Target (TGT) stake by 4.1% in Q3 2023, selling an estimated $6.47K and leaving 1,198 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #144.

Sutton Wealth Advisors first reported a position in TGT in Q1 2016 and has held it in 31 quarters since. The position peaked at $880K in Q2 2021. 1,742 funds tracked by Wall St. Rank hold TGT as of Q3 2023.

  • Sutton Wealth Advisors held 1,198 shares of Target worth $132K as of Q3 2023.
  • Sutton Wealth Advisors sold 51 Target shares in Q3 2023, an estimated $6.47K.
  • Target made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #144 holding.
  • Sutton Wealth Advisors first reported a position in Target in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Target position peaked at $880K in Q2 2021.
  • 1,742 funds tracked by Wall St. Rank held Target as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.