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	–	354
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

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

Capital Advisory Group Advisory Services's MDT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,003 shares — an estimated $111K sold.

Capital Advisory Group Advisory Services first reported a position in MDT in Q1 2018 and held it in 15 quarters. The position peaked at $111K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,003 Medtronic shares in Q2 2022, an estimated $111K.
Capital Advisory Group Advisory Services first reported a position in Medtronic in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Medtronic position peaked at $111K in Q1 2022.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.