CWA
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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 – 412
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return