Wealth Management Partners’s Target TGT Stock Holding History

Wealth Management Partners’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 Q4	–	Sell	-1,554	Closed	-$242K	–	122
2024 Q3	$242K	Sell	1,554 -3	-0.2%	-$447	0.11%	100
2024 Q2	$230K	Sell	1,557 -418	-21%	-$65.8K	0.11%	96
2024 Q1	$350K	Sell	1,975 -546	-22%	-$83.1K	0.18%	85
2023 Q4	$359K	Sell	2,521 -1,115	-31%	-$136K	0.2%	79
2023 Q3	$402K	Sell	3,636 -169	-4%	-$21.5K	0.25%	75
2023 Q2	$502K	Buy	3,805 +303	+9%	+$45K	0.32%	62
2023 Q1	$580K	Buy	3,502 +502	+17%	+$82.5K	0.41%	53
2022 Q4	$457K	Buy	3,000 +1,000	+50%	+$157K	0.38%	58
2022 Q3	$251K	Buy	+2,000	New	+$320K	0.22%	82

Other funds holding TGT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Management Partners's TGT Position: Q4 2024 in Review

Wealth Management Partners sold out of Target (TGT) in Q4 2024, closing a stake of 1,554 shares — an estimated $242K sold.

Wealth Management Partners first reported a position in TGT in Q3 2022 and held it in 9 quarters. The position peaked at $580K in Q1 2023. 1,985 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

Wealth Management Partners reported no remaining Target position as of Q4 2024 after selling out during the quarter.
Wealth Management Partners sold 1,554 Target shares in Q4 2024, an estimated $242K.
Wealth Management Partners first reported a position in Target in Q3 2022 and held it in 9 quarters.
Wealth Management Partners's Target position peaked at $580K in Q1 2023.
1,985 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Wealth Management Partners's 13F filing for Q4 2024, filed 16 Jan 2025.