Wealth Advisors of Iowa’s Target TGT Stock Holding History

Wealth Advisors of Iowa’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
2023 Q3	–	Sell	-1,390	Closed	-$680K	–	63
2023 Q2	$680K	Buy	1,390 +105	+8%	+$15.6K	0.49%	22
2023 Q1	$213K	Buy	+1,285	New	+$211K	0.17%	52
2022 Q4	–	Sell	-1,400	Closed	-$208K	–	68
2022 Q3	$208K	Buy	1,400 +408	+41%	+$65.3K	0.19%	49
2022 Q2	$211K	Hold	992	–	–	0.04%	66
2022 Q1	$211K	Buy	+992	New	+$215K	0.11%	58
2021 Q4	–	Sell	-1,175	Closed	-$269K	–	66
2021 Q3	$269K	Hold	1,175	–	–	0.15%	50
2021 Q2	$284K	Hold	1,175	–	–	0.15%	43
2021 Q1	$233K	Hold	1,175	–	–	0.13%	48
2020 Q4	$207K	Buy	+1,175	New	+$196K	0.13%	40

Other funds holding TGT

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Advisors of Iowa's TGT Position: Q3 2023 in Review

Wealth Advisors of Iowa sold out of Target (TGT) in Q3 2023, closing a stake of 1,390 shares — an estimated $680K sold.

Wealth Advisors of Iowa first reported a position in TGT in Q4 2020 and held it in 9 quarters. The position peaked at $680K in Q2 2023. 1,742 funds tracked by Wall St. Rank hold TGT as of Q3 2023.

Wealth Advisors of Iowa reported no remaining Target position as of Q3 2023 after selling out during the quarter.
Wealth Advisors of Iowa sold 1,390 Target shares in Q3 2023, an estimated $680K.
Wealth Advisors of Iowa first reported a position in Target in Q4 2020 and held it in 9 quarters.
Wealth Advisors of Iowa's Target position peaked at $680K in Q2 2023.
1,742 funds tracked by Wall St. Rank held Target as of Q3 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2023, filed 7 Nov 2023.