WPWM
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Western Pacific Wealth Management’s Target TGT Stock Holding History

Western Pacific Wealth 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
2024
Q4 		– Sell
-138
Closed -$21.5K – 266
2024
Q3 		$21.5K Hold
138
– – 0.01% 188
2024
Q2 		$20.4K Sell
138
-99
-42% -$15.6K 0.02% 169
2024
Q1 		$42.1K Hold
237
– – 0.03% 154
2023
Q4 		$33.8K Hold
237
– – 0.02% 159
2023
Q3 		$26.2K Hold
237
– – 0.02% 173
2023
Q2 		$31.3K Hold
237
– – 0.02% 169
2023
Q1 		$39.3K Hold
237
– – 0.03% 154
2022
Q4 		$35.3K Hold
237
– – 0.03% 149
2022
Q3 		$35K Hold
237
– – 0.04% 133
2022
Q2 		$33K Hold
237
– – 0.03% 98
2022
Q1 		$50K Hold
237
– – 0.04% 91
2021
Q4 		$54K Buy
+237
New +$57.6K 0.03% 104

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