BPWA
MDT icon

Beacon Pointe Wealth Advisors’s Medtronic MDT Stock Holding History

Beacon Pointe 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
2019
Q4 		– Sell
-2,091
Closed -$227K – 283
2019
Q3 		$227K Sell
2,091
-673
-24% -$70.2K 0.05% 234
2019
Q2 		$270K Buy
2,764
+124
+5% +$11.3K 0.06% 222
2019
Q1 		$241K Buy
2,640
+79
+3% +$7.07K 0.06% 231
2018
Q4 		$233K Buy
+2,561
New +$239K 0.08% 199

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MDT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Medtronic (MDT) in Q4 2019, closing a stake of 2,091 shares — an estimated $227K sold.

Beacon Pointe Wealth Advisors first reported a position in MDT in Q4 2018 and held it in 4 quarters. The position peaked at $270K in Q2 2019. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Medtronic position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,091 Medtronic shares in Q4 2019, an estimated $227K.
  • Beacon Pointe Wealth Advisors first reported a position in Medtronic in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Wealth Advisors's Medtronic position peaked at $270K in Q2 2019.
  • 1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.