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TFO Wealth Partners’s Targa Resources TRGP Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$784 – 683
2024
Q1 		$784 Hold
7
– – ﹤0.01% 198
2023
Q4 		$608 Sell
7
-6
-46% -$515 ﹤0.01% 285
2023
Q3 		$989 Buy
13
+6
+86% +$497 ﹤0.01% 286
2023
Q2 		$533 Hold
7
– – ﹤0.01% 272
2023
Q1 		$511 Buy
7
+4
+133% +$295 ﹤0.01% 240
2022
Q4 		$447 Buy
+3
New +$209 ﹤0.01% 494

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Blackstone Inc
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's TRGP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Targa Resources (TRGP) in Q2 2024, closing a stake of 7 shares — an estimated $784 sold.

TFO Wealth Partners first reported a position in TRGP in Q4 2022 and held it in 6 quarters. The position peaked at $989 in Q3 2023. 745 funds tracked by Wall St. Rank hold TRGP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Targa Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Targa Resources shares in Q2 2024, an estimated $784.
  • TFO Wealth Partners first reported a position in Targa Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Targa Resources position peaked at $989 in Q3 2023.
  • 745 funds tracked by Wall St. Rank held Targa Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.