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SYSTM Wealth Solutions’s Targa Resources TRGP Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-130
Closed -$16.7K – 586
2024
Q2 		$16.7K Hold
130
– – ﹤0.01% 394
2024
Q1 		$14.6K Hold
130
– – ﹤0.01% 738
2023
Q4 		$11.3K Buy
+130
New +$11.2K ﹤0.01% 812

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Targa Resources (TRGP) in Q3 2024, closing a stake of 130 shares — an estimated $16.7K sold.

SYSTM Wealth Solutions first reported a position in TRGP in Q4 2023 and held it in 3 quarters. The position peaked at $16.7K in Q2 2024. 825 funds tracked by Wall St. Rank hold TRGP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Targa Resources position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 130 Targa Resources shares in Q3 2024, an estimated $16.7K.
  • SYSTM Wealth Solutions first reported a position in Targa Resources in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Targa Resources position peaked at $16.7K in Q2 2024.
  • 825 funds tracked by Wall St. Rank held Targa Resources as of Q3 2024.

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