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WR Wealth Planners’s Targa Resources TRGP Stock Holding History

WR Wealth Planners’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5K Hold
28
– – ﹤0.01% 704
2024
Q3 		$4.14K Buy
28
+13
+87% +$1.83K ﹤0.01% 774
2024
Q2 		$1.93K Buy
15
+5
+50% +$585 ﹤0.01% 896
2024
Q1 		$1.12K Buy
+10
New +$943 ﹤0.01% 956

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

WR Wealth Planners held its Targa Resources (TRGP) position steady in Q4 2024 at 28 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

WR Wealth Planners first reported a position in TRGP in Q1 2024 and has held it in 4 quarters since. 947 funds tracked by Wall St. Rank hold TRGP as of Q4 2024.

  • WR Wealth Planners held 28 shares of Targa Resources worth $5K as of Q4 2024.
  • WR Wealth Planners left its Targa Resources share count unchanged in Q4 2024.
  • Targa Resources made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #704 holding.
  • WR Wealth Planners first reported a position in Targa Resources in Q1 2024 and has held it in 4 quarters since.
  • 947 funds tracked by Wall St. Rank held Targa Resources as of Q4 2024.

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