UWM
TGT icon

USAdvisors Wealth Management’s Target TGT Stock Holding History

USAdvisors 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
Q2 		– Sell
-1,226
Closed -$214K – 139
2024
Q1 		$214K Buy
+1,226
New +$187K 0.08% 125
2023
Q2 		– Sell
-1,237
Closed -$205K – 118
2023
Q1 		$205K Buy
+1,237
New +$203K 0.1% 109
2022
Q2 		– Sell
-1,229
Closed -$261K – 122
2022
Q1 		$261K Buy
1,229
+26
+2% +$5.63K 0.11% 103
2021
Q4 		$278K Buy
+1,203
New +$293K 0.11% 101

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

USAdvisors Wealth Management's TGT Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of Target (TGT) in Q2 2024, closing a stake of 1,226 shares — an estimated $214K sold.

USAdvisors Wealth Management first reported a position in TGT in Q4 2021 and held it in 4 quarters. The position peaked at $278K in Q4 2021. 1,951 funds tracked by Wall St. Rank hold TGT as of Q2 2024.

  • USAdvisors Wealth Management reported no remaining Target position as of Q2 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,226 Target shares in Q2 2024, an estimated $214K.
  • USAdvisors Wealth Management first reported a position in Target in Q4 2021 and held it in 4 quarters.
  • USAdvisors Wealth Management's Target position peaked at $278K in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Target as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.