Unique Wealth Strategies’s Targa Resources TRGP Stock Holding History

Unique Wealth Strategies’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	-2	Closed	-$224	–	627
2024 Q2	$224	Buy	+2	New	+$234	﹤0.01%	644

Other funds holding TRGP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Unique Wealth Strategies's TRGP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Targa Resources (TRGP) in Q3 2024, closing a stake of 2 shares — an estimated $224 sold.

Unique Wealth Strategies first reported a position in TRGP in Q2 2024 and held it in 1 quarter. The position peaked at $224 in Q2 2024. 825 funds tracked by Wall St. Rank hold TRGP as of Q3 2024.

Unique Wealth Strategies reported no remaining Targa Resources position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 2 Targa Resources shares in Q3 2024, an estimated $224.
Unique Wealth Strategies first reported a position in Targa Resources in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Targa Resources position peaked at $224 in Q2 2024.
825 funds tracked by Wall St. Rank held Targa Resources as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.