Clearview Wealth Advisors’s Medtronic MDT Stock Holding History

Clearview 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 Q3	–	Sell	-148	Closed	-$13K	–	411
2023 Q2	$13K	Sell	148 -71	-32%	-$6.11K	0.01%	333
2023 Q1	$17.7K	Sell	219 -55	-20%	-$4.48K	0.02%	291
2022 Q4	$21.4K	Hold	274	–	–	0.02%	239
2022 Q3	$22K	Hold	274	–	–	0.02%	245
2022 Q2	$25K	Hold	274	–	–	0.02%	249
2022 Q1	$30K	Sell	274 -50	-15%	-$5.28K	0.02%	249
2021 Q4	$34K	Sell	324 -1	-0.3%	-$116	0.02%	266
2021 Q3	$41K	Buy	325 +1	+0.3%	+$129	0.03%	251
2021 Q2	$40K	Hold	324	–	–	0.02%	264
2021 Q1	$38K	Hold	324	–	–	0.02%	256
2020 Q4	$38K	Buy	+324	New	+$35.7K	0.03%	223

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

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearview Wealth Advisors's MDT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 148 shares — an estimated $13K sold.

Clearview Wealth Advisors first reported a position in MDT in Q4 2020 and held it in 11 quarters. The position peaked at $41K in Q3 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 148 Medtronic shares in Q3 2023, an estimated $13K.
Clearview Wealth Advisors first reported a position in Medtronic in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Medtronic position peaked at $41K in Q3 2021.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.