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Argent Wealth Management’s Medtronic MDT Stock Holding History

Argent 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
Q2 		$2.02M Buy
19,899
+116
+0.6% +$11.1K 0.34% 53
2020
Q1 		$1.86M Sell
19,783
-186
-0.9% -$19.8K 0.38% 51
2019
Q4 		$2.27M Buy
+19,969
New +$2.19M 0.38% 51

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Argent Wealth Management's MDT Position: Q2 2020 in Review

Argent Wealth Management increased its Medtronic (MDT) stake by 0.59% in Q2 2020, buying an estimated $11.1K and bringing the position to 19,899 shares worth $2.02M. The position accounts for 0.34% of the portfolio, ranked #53.

Argent Wealth Management first reported a position in MDT in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Argent Wealth Management held 19,899 shares of Medtronic worth $2.02M as of Q2 2020.
  • Argent Wealth Management bought 116 Medtronic shares in Q2 2020, an estimated $11.1K.
  • Medtronic made up 0.34% of Argent Wealth Management's portfolio in Q2 2020, its #53 holding.
  • Argent Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Medtronic position peaked at $2.27M in Q4 2019.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.