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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 – 684
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

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Wellington Management Group
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Blackstone Inc
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TCA
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return