Canvas Wealth Advisors’s Medtronic MDT Stock Holding History

Canvas 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 Q4	–	Sell	-12,969	Closed	-$943K	–	132
2023 Q3	$943K	Sell	12,969 -2,943	-18%	-$246K	0.39%	47
2023 Q2	$1.41M	Sell	15,912 -1,235	-7%	-$106K	0.52%	37
2023 Q1	$1.57M	Buy	17,147 +12,585	+276%	+$1.03M	0.66%	28
2022 Q4	$359K	Buy	+4,562	New	+$370K	0.15%	100
2022 Q2	–	Sell	-2,477	Closed	-$255K	–	140
2022 Q1	$255K	Sell	2,477 -111	-4%	-$11.7K	0.09%	121
2021 Q4	$268K	Buy	2,588 +504	+24%	+$58.4K	0.1%	116
2021 Q3	$261K	Sell	2,084 -144	-6%	-$18.6K	0.11%	103
2021 Q2	$277K	Buy	2,228 +565	+34%	+$70.9K	0.12%	100
2021 Q1	$203K	Buy	+1,663	New	+$195K	0.12%	111

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canvas Wealth Advisors's MDT Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 12,969 shares — an estimated $943K sold.

Canvas Wealth Advisors first reported a position in MDT in Q1 2021 and held it in 9 quarters. The position peaked at $1.57M in Q1 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Canvas Wealth Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 12,969 Medtronic shares in Q4 2023, an estimated $943K.
Canvas Wealth Advisors first reported a position in Medtronic in Q1 2021 and held it in 9 quarters.
Canvas Wealth Advisors's Medtronic position peaked at $1.57M in Q1 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.