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Atlas Private Wealth Management’s Medtronic MDT Stock Holding History

Atlas Private 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
2021
Q1 		– Sell
-12
Closed -$1.41K – 429
2020
Q4 		$1K Sell
12
-142
-92% -$15.6K ﹤0.01% 358
2020
Q3 		$16K Sell
154
-60
-28% -$6.03K 0.01% 276
2020
Q2 		$20K Buy
214
+60
+39% +$5.75K 0.02% 268
2020
Q1 		$14K Sell
154
-10
-6% -$1.06K 0.01% 283
2019
Q4 		$19K Buy
+164
New +$18K 0.01% 296

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

Atlas Private Wealth Management's MDT Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Medtronic (MDT) in Q1 2021, closing a stake of 12 shares — an estimated $1.41K sold.

Atlas Private Wealth Management first reported a position in MDT in Q4 2019 and held it in 5 quarters. The position peaked at $20K in Q2 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 12 Medtronic shares in Q1 2021, an estimated $1.41K.
  • Atlas Private Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's Medtronic position peaked at $20K in Q2 2020.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.