TriaGen Wealth Management’s Target TGT Stock Holding History

TriaGen Wealth Management’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 Q4	–	Sell	-1,322	Closed	-$206K	–	188
2024 Q3	$206K	Buy	+1,322	New	+$197K	0.07%	165
2024 Q2	–	Sell	-1,272	Closed	-$225K	–	174
2024 Q1	$225K	Buy	+1,272	New	+$194K	0.09%	151
2023 Q2	–	Sell	-1,288	Closed	-$213K	–	180
2023 Q1	$213K	Buy	+1,288	New	+$212K	0.11%	151
2022 Q2	–	Sell	-1,253	Closed	-$266K	–	192
2022 Q1	$266K	Sell	1,253 -6	-0.5%	-$1.3K	0.14%	147
2021 Q4	$291K	Buy	1,259 +5	+0.4%	+$1.22K	0.14%	144
2021 Q3	$287K	Hold	1,254	–	–	0.16%	148
2021 Q2	$327K	Buy	1,254 +6	+0.5%	+$1.31K	0.17%	137
2021 Q1	$247K	Hold	1,248	–	–	0.14%	151
2020 Q4	$220K	Buy	+1,248	New	+$208K	0.13%	159

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TriaGen Wealth Management's TGT Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Target (TGT) in Q4 2024, closing a stake of 1,322 shares — an estimated $206K sold.

TriaGen Wealth Management first reported a position in TGT in Q4 2020 and held it in 9 quarters. The position peaked at $327K in Q2 2021. 1,983 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

TriaGen Wealth Management reported no remaining Target position as of Q4 2024 after selling out during the quarter.
TriaGen Wealth Management sold 1,322 Target shares in Q4 2024, an estimated $206K.
TriaGen Wealth Management first reported a position in Target in Q4 2020 and held it in 9 quarters.
TriaGen Wealth Management's Target position peaked at $327K in Q2 2021.
1,983 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.