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Wealth Advisors’s Target TGT Stock Holding History

Wealth Advisors’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
Q2 		– Sell
-1,330
Closed -$226K – 71
2023
Q1 		$226K Buy
+1,330
New +$219K 0.11% 62
2022
Q2 		– Sell
-1,369
Closed -$291K – 65
2022
Q1 		$291K Buy
1,369
+10
+0.7% +$2.16K 0.11% 55
2021
Q4 		$315K Buy
1,359
+29
+2% +$7.05K 0.11% 51
2021
Q3 		$300K Hold
1,330
– – 0.12% 53
2021
Q2 		$342K Hold
1,330
– – 0.12% 51
2021
Q1 		$276K Hold
1,330
– – 0.11% 57
2020
Q4 		$235K Hold
1,330
– – 0.1% 62
2020
Q3 		$215K Buy
+1,330
New +$182K 0.1% 66

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisors's TGT Position: Q2 2023 in Review

Wealth Advisors sold out of Target (TGT) in Q2 2023, closing a stake of 1,330 shares — an estimated $226K sold.

Wealth Advisors first reported a position in TGT in Q3 2020 and held it in 8 quarters. The position peaked at $342K in Q2 2021. 1,831 funds tracked by Wall St. Rank hold TGT as of Q2 2023.

  • Wealth Advisors reported no remaining Target position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisors sold 1,330 Target shares in Q2 2023, an estimated $226K.
  • Wealth Advisors first reported a position in Target in Q3 2020 and held it in 8 quarters.
  • Wealth Advisors's Target position peaked at $342K in Q2 2021.
  • 1,831 funds tracked by Wall St. Rank held Target as of Q2 2023.

Based on Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.