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Tradition Wealth Management’s Targa Resources TRGP Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-105
Closed -$9K – 1116
2023
Q4 		$9K Hold
105
– – ﹤0.01% 1034
2023
Q3 		$9K Hold
105
– – ﹤0.01% 1045
2023
Q2 		$8K Buy
105
+35
+50% +$2.54K ﹤0.01% 1104
2023
Q1 		$5K Buy
+70
New +$5.16K ﹤0.01% 1164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Tradition Wealth Management's TRGP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Targa Resources (TRGP) in Q1 2024, closing a stake of 105 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in TRGP in Q1 2023 and held it in 4 quarters. The position peaked at $9K in Q4 2023. 692 funds tracked by Wall St. Rank hold TRGP as of Q1 2024.

  • Tradition Wealth Management reported no remaining Targa Resources position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 105 Targa Resources shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in Targa Resources in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Targa Resources position peaked at $9K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Targa Resources as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.