SFP
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Sweet Financial Partners’s Target TGT Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$247K Buy
1,586
+1
+0.1% +$149 0.05% 175
2024
Q2 		$235K Buy
1,585
+1
+0.1% +$157 0.05% 175
2024
Q1 		$281K Sell
1,584
-1
-0.1% -$152 0.06% 169
2023
Q4 		$226K Buy
+1,585
New +$193K 0.05% 173
2023
Q3 		– Sell
-1,547
Closed -$204K – 184
2023
Q2 		$204K Sell
1,547
-217
-12% -$32.2K 0.05% 170
2023
Q1 		$292K Sell
1,764
-4,044
-70% -$665K 0.08% 146
2022
Q4 		$866K Buy
5,808
+1,271
+28% +$199K 0.25% 59
2022
Q3 		$673K Buy
4,537
+927
+26% +$148K 0.21% 65
2022
Q2 		$510K Buy
3,610
+1,056
+41% +$202K 0.16% 83
2022
Q1 		$542K Buy
2,554
+820
+47% +$177K 0.15% 89
2021
Q4 		$401K Buy
+1,734
New +$422K 0.17% 89

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return