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WealthPlan Investment Management’s Target TGT Stock Holding History

WealthPlan Investment 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
2025
Q1 		– Sell
-2,277
Closed -$308K – 281
2024
Q4 		$308K Buy
2,277
+156
+7% +$22.4K 0.03% 216
2024
Q3 		$331K Buy
2,121
+217
+11% +$32.3K 0.03% 193
2024
Q2 		$282K Hold
1,904
– – 0.04% 156
2024
Q1 		$337K Sell
1,904
-439
-19% -$66.8K 0.05% 148
2023
Q4 		$334K Buy
2,343
+230
+11% +$28.1K 0.05% 146
2023
Q3 		$234K Sell
2,113
-13,341
-86% -$1.69M 0.04% 158
2023
Q2 		$2.04M Sell
15,454
-39,607
-72% -$5.88M 0.61% 57
2023
Q1 		$9.12M Sell
55,061
-46,923
-46% -$7.71M 1.57% 22
2022
Q4 		$17.7M Buy
101,984
+932
+0.9% +$146K 1.24% 22
2022
Q3 		$15.5M Buy
+101,052
New +$16.2M 1.13% 28
2022
Q1 		$16.6M Buy
+72,668
New +$15.7M 1.15% 22

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's TGT Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Target (TGT) in Q1 2025, closing a stake of 2,277 shares — an estimated $308K sold.

WealthPlan Investment Management first reported a position in TGT in Q1 2022 and held it in 11 quarters. The position peaked at $17.7M in Q4 2022. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,277 Target shares in Q1 2025, an estimated $308K.
  • WealthPlan Investment Management first reported a position in Target in Q1 2022 and held it in 11 quarters.
  • WealthPlan Investment Management's Target position peaked at $17.7M in Q4 2022.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.