WA
TGT icon

Wealth Alliance’s Target TGT Stock Holding History

Wealth Alliance’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
2025
Q2 		– Sell
-5,486
Closed -$573K – 568
2025
Q1 		$573K Buy
5,486
+499
+10% +$62.4K 0.07% 247
2024
Q4 		$674K Sell
4,987
-590
-11% -$84.6K 0.08% 217
2024
Q3 		$869K Sell
5,577
-637
-10% -$94.9K 0.1% 182
2024
Q2 		$920K Sell
6,214
-302
-5% -$47.5K 0.12% 166
2024
Q1 		$1.15M Buy
6,516
+2,297
+54% +$349K 0.15% 137
2023
Q4 		$601K Buy
4,219
+1,042
+33% +$127K 0.08% 229
2023
Q3 		$351K Buy
3,177
+1,373
+76% +$174K 0.06% 309
2023
Q2 		$238K Sell
1,804
-217
-11% -$32.2K 0.04% 439
2023
Q1 		$335K Buy
2,021
+189
+10% +$31.1K 0.05% 327
2022
Q4 		$273K Buy
1,832
+103
+6% +$16.2K 0.05% 372
2022
Q3 		$256K Buy
+1,729
New +$277K 0.05% 364
2022
Q1 		– Sell
-962
Closed -$222K – 481
2021
Q4 		$222K Sell
962
-296
-24% -$72K 0.04% 401
2021
Q3 		$288K Sell
1,258
-29
-2% -$7.26K 0.06% 323
2021
Q2 		$311K Buy
+1,287
New +$282K 0.07% 312
2021
Q1 		– Sell
-1,352
Closed -$239K – 409
2020
Q4 		$239K Buy
1,352
+81
+6% +$13.5K 0.07% 330
2020
Q3 		$200K Buy
+1,271
New +$174K 0.07% 309

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return