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WealthShield Partners’s Target TGT Stock Holding History

WealthShield 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
-1,602
Closed -$250K – 518
2024
Q3 		$250K Buy
+1,602
New +$239K 0.03% 265
2024
Q1 		– Sell
-1,652
Closed -$235K – 512
2023
Q4 		$235K Buy
+1,652
New +$202K 0.04% 260
2023
Q3 		– Sell
-1,796
Closed -$237K – 504
2023
Q2 		$237K Sell
1,796
-63
-3% -$9.35K 0.04% 273
2023
Q1 		$308K Buy
+1,859
New +$306K 0.05% 253
2022
Q4 		– Sell
-2,255
Closed -$335K – 309
2022
Q3 		$335K Buy
2,255
+94
+4% +$15.1K 0.07% 235
2022
Q2 		$305K Buy
2,161
+701
+48% +$134K 0.06% 248
2022
Q1 		$310K Sell
1,460
-37
-2% -$8.01K 0.05% 281
2021
Q4 		$347K Buy
1,497
+358
+31% +$87.1K 0.06% 220
2021
Q3 		$261K Buy
1,139
+936
+461% +$234K 0.07% 200
2021
Q2 		$49K Buy
+203
New +$44.4K 0.01% 481
2021
Q1 		– Sell
-1,304
Closed -$231K – 1190
2020
Q4 		$231K Sell
1,304
-265
-17% -$44.2K 0.04% 267
2020
Q3 		$247K Sell
1,569
-112
-7% -$15.4K 0.09% 218
2020
Q2 		$202K Sell
1,681
-2,380
-59% -$272K 0.09% 200
2020
Q1 		$378K Buy
4,061
+1,004
+33% +$111K 0.23% 93
2019
Q4 		$392K Buy
3,057
+572
+23% +$67.1K 0.19% 118
2019
Q3 		$266K Buy
+2,485
New +$236K 0.14% 141

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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 $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return