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ARS Wealth Advisors’s Medtronic MDT Stock Holding History

ARS Wealth Advisors’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
2021
Q1 		– Sell
-2,333
Closed -$273K – 136
2020
Q4 		$273K Buy
2,333
+251
+12% +$27.6K 0.06% 100
2020
Q3 		$216K Buy
+2,082
New +$209K 0.06% 97

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ARS Wealth Advisors's MDT Position: Q1 2021 in Review

ARS Wealth Advisors sold out of Medtronic (MDT) in Q1 2021, closing a stake of 2,333 shares — an estimated $273K sold.

ARS Wealth Advisors first reported a position in MDT in Q3 2020 and held it in 2 quarters. The position peaked at $273K in Q4 2020. 1,977 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • ARS Wealth Advisors reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,333 Medtronic shares in Q1 2021, an estimated $273K.
  • ARS Wealth Advisors first reported a position in Medtronic in Q3 2020 and held it in 2 quarters.
  • ARS Wealth Advisors's Medtronic position peaked at $273K in Q4 2020.
  • 1,977 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on ARS Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.