Bordeaux Wealth Advisors’s Medtronic MDT Stock Holding History

Bordeaux 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
2022 Q2	–	Sell	-2,292	Closed	-$254K	–	87
2022 Q1	$254K	Buy	2,292 +111	+5%	+$11.7K	0.14%	78
2021 Q4	$226K	Buy	+2,181	New	+$253K	0.1%	87

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bordeaux Wealth Advisors's MDT Position: Q2 2022 in Review

Bordeaux Wealth Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,292 shares — an estimated $254K sold.

Bordeaux Wealth Advisors first reported a position in MDT in Q4 2021 and held it in 2 quarters. The position peaked at $254K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Bordeaux Wealth Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Bordeaux Wealth Advisors sold 2,292 Medtronic shares in Q2 2022, an estimated $254K.
Bordeaux Wealth Advisors first reported a position in Medtronic in Q4 2021 and held it in 2 quarters.
Bordeaux Wealth Advisors's Medtronic position peaked at $254K in Q1 2022.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.