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CAGAS
Capital Advisory Group Advisory Services’s
Medtronic
MDT
Stock Holding History
Capital Advisory Group Advisory Services’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
-1,003
Closed
-$111K
–
362
2022
Q1
$111K
Buy
+1,003
New
+$106K
0.05%
191
2021
Q4
–
Sell
-320
Closed
-$40K
–
355
2021
Q3
$40K
Sell
320
-44
-12%
-$5.7K
0.01%
277
2021
Q2
$45K
Hold
364
–
–
0.02%
275
2021
Q1
$43K
Hold
364
–
–
0.02%
257
2020
Q4
$43K
Buy
364
+17
+5%
+$1.87K
0.02%
258
2020
Q3
$36K
Sell
347
-32
-8%
-$3.21K
0.02%
221
2020
Q2
$35K
Sell
379
-500
-57%
-$47.9K
0.02%
212
2020
Q1
$79K
Buy
+879
New
+$93.5K
0.1%
98
2019
Q4
–
Sell
-820
Closed
-$89K
–
324
2019
Q3
$89K
Hold
820
–
–
0.06%
125
2019
Q2
$81K
Hold
820
–
–
0.05%
126
2019
Q1
$75K
Hold
820
–
–
0.05%
122
2018
Q4
$74K
Hold
820
–
–
0.06%
117
2018
Q3
$81K
Hold
820
–
–
0.05%
116
2018
Q2
$72K
Hold
820
–
–
0.05%
115
2018
Q1
$66K
Buy
+820
New
+$67.6K
0.05%
120
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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