WR Wealth Planners’s Target TGT Stock Holding History

WR Wealth Planners’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	$39.4K	Sell	292 -236	-45%	-$33.8K	0.01%	344
2024 Q3	$82.2K	Buy	528 +38	+8%	+$5.66K	0.02%	281
2024 Q2	$72.5K	Sell	490 -23	-4%	-$3.62K	0.02%	287
2024 Q1	$90.8K	Buy	+513	New	+$78K	0.03%	265
2023 Q4	–	Sell	-343	Closed	-$37.9K	–	791
2023 Q3	$37.9K	Buy	343 +52	+18%	+$6.6K	0.01%	352
2023 Q2	$38.3K	Sell	291 -710	-71%	-$105K	0.01%	350
2023 Q1	$166K	Buy	1,001 +780	+353%	+$128K	0.07%	174
2022 Q4	$32.9K	Buy	221 +1	+0.5%	+$157	0.02%	194
2022 Q3	$32.6K	Sell	220 -10	-4%	-$1.6K	0.02%	186
2022 Q2	$32.4K	Buy	230 +1	+0.4%	+$192	0.02%	199
2022 Q1	$48.6K	Buy	+229	New	+$49.5K	0.03%	173

Other funds holding TGT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WR Wealth Planners's TGT Position: Q4 2024 in Review

WR Wealth Planners reduced its Target (TGT) stake by 45% in Q4 2024, selling an estimated $33.8K and leaving 292 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #344.

WR Wealth Planners first reported a position in TGT in Q1 2022 and has held it in 11 quarters since. The position peaked at $166K in Q1 2023. 1,982 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

WR Wealth Planners held 292 shares of Target worth $39.4K as of Q4 2024.
WR Wealth Planners sold 236 Target shares in Q4 2024, an estimated $33.8K.
Target made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #344 holding.
WR Wealth Planners first reported a position in Target in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Target position peaked at $166K in Q1 2023.
1,982 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.