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Alterna Wealth Management’s Medtronic MDT Stock Holding History

Alterna Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,273
Closed -$258K – 99
2019
Q4 		$258K Buy
2,273
+291
+15% +$31.9K 0.29% 92
2019
Q3 		$215K Buy
+1,982
New +$207K 0.25% 101
2019
Q1 		– Sell
-23,675
Closed -$2.1M – 245
2018
Q4 		$2.1M Buy
+23,675
New +$2.21M 0.34% 52

Other funds holding MDT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alterna Wealth Management's MDT Position: Q1 2020 in Review

Alterna Wealth Management sold out of Medtronic (MDT) in Q1 2020, closing a stake of 2,273 shares — an estimated $258K sold.

Alterna Wealth Management first reported a position in MDT in Q4 2018 and held it in 3 quarters. The position peaked at $2.1M in Q4 2018. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • Alterna Wealth Management reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 2,273 Medtronic shares in Q1 2020, an estimated $258K.
  • Alterna Wealth Management first reported a position in Medtronic in Q4 2018 and held it in 3 quarters.
  • Alterna Wealth Management's Medtronic position peaked at $2.1M in Q4 2018.
  • 1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.