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BDO Wealth Advisors’s Medtronic MDT Stock Holding History

BDO 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
2023
Q2 		$68.2K Hold
774
– – 0.01% 385
2023
Q1 		$62.4K Sell
774
-116
-13% -$9.45K 0.01% 382
2022
Q4 		$69.2K Sell
890
-355
-29% -$28.8K 0.01% 369
2022
Q3 		$101K Buy
1,245
+75
+6% +$6.74K 0.01% 323
2022
Q2 		$105K Hold
1,170
– – 0.01% 320
2022
Q1 		$130K Hold
1,170
– – 0.01% 308
2021
Q4 		$121K Sell
1,170
-69
-6% -$7.99K 0.01% 332
2021
Q3 		$155K Buy
1,239
+76
+7% +$9.84K 0.02% 312
2021
Q2 		$144K Buy
1,163
+391
+51% +$49.1K 0.02% 335
2021
Q1 		$91K Sell
772
-92
-11% -$10.8K 0.01% 369
2020
Q4 		$101K Buy
864
+179
+26% +$19.7K 0.01% 287
2020
Q3 		$71K Buy
685
+26
+4% +$2.61K 0.01% 300
2020
Q2 		$60K Sell
659
-28
-4% -$2.69K 0.01% 308
2020
Q1 		$62K Sell
687
-99
-13% -$10.5K 0.01% 319
2019
Q4 		$89K Buy
786
+2
+0.3% +$219 0.02% 255
2019
Q3 		$85K Buy
784
+83
+12% +$8.66K 0.02% 268
2019
Q2 		$68K Sell
701
-83
-11% -$7.58K 0.02% 278
2019
Q1 		$71K Buy
784
+1
+0.1% +$90 0.02% 250
2018
Q4 		$71K Sell
783
-348
-31% -$32.5K 0.02% 228
2018
Q3 		$111K Sell
1,131
-298
-21% -$27.6K 0.04% 209
2018
Q2 		$122K Buy
1,429
+2
+0.1% +$167 0.04% 202
2018
Q1 		$115K Buy
1,427
+712
+100% +$58.7K 0.04% 173
2017
Q4 		$58K Buy
715
+11
+2% +$881 0.03% 200
2017
Q3 		$55K Sell
704
-451
-39% -$37.4K 0.03% 190
2017
Q2 		$103K Buy
+1,155
New +$97.4K 0.05% 171

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's MDT Position: Q2 2023 in Review

BDO Wealth Advisors held its Medtronic (MDT) position steady in Q2 2023 at 774 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #385.

BDO Wealth Advisors first reported a position in MDT in Q2 2017 and has held it in 25 quarters since. The position peaked at $155K in Q3 2021. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • BDO Wealth Advisors held 774 shares of Medtronic worth $68.2K as of Q2 2023.
  • BDO Wealth Advisors left its Medtronic share count unchanged in Q2 2023.
  • Medtronic made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #385 holding.
  • BDO Wealth Advisors first reported a position in Medtronic in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Medtronic position peaked at $155K in Q3 2021.
  • 2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.