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SYSTM Wealth Solutions’s Target TGT Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-13,428
Closed -$1.99M – 577
2024
Q2 		$1.99M Sell
13,428
-11,630
-46% -$1.83M 0.44% 77
2024
Q1 		$4.44M Buy
25,058
+4,306
+21% +$655K 0.56% 43
2023
Q4 		$2.96M Buy
20,752
+1,796
+9% +$219K 0.41% 62
2023
Q3 		$2.1M Buy
+18,956
New +$2.41M 0.32% 83
2023
Q2 		– Sell
-37,425
Closed -$6.2M – 522
2023
Q1 		$6.2M Sell
37,425
-2,842
-7% -$467K 0.95% 18
2022
Q4 		$6M Buy
+40,267
New +$6.32M 0.75% 20

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
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 $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SYSTM Wealth Solutions's TGT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Target (TGT) in Q3 2024, closing a stake of 13,428 shares — an estimated $1.99M sold.

SYSTM Wealth Solutions first reported a position in TGT in Q4 2022 and held it in 6 quarters. The position peaked at $6.2M in Q1 2023. 1,992 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Target position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,428 Target shares in Q3 2024, an estimated $1.99M.
  • SYSTM Wealth Solutions first reported a position in Target in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Target position peaked at $6.2M in Q1 2023.
  • 1,992 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.