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Coppell Advisory Solutions Corp’s Medtronic MDT Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-804
Closed -$62.5K – 714
2022
Q4 		$62.5K Buy
+804
New +$65.2K 0.02% 274

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions Corp's MDT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Medtronic (MDT) in Q1 2023, closing a stake of 804 shares — an estimated $62.5K sold.

Coppell Advisory Solutions Corp first reported a position in MDT in Q4 2022 and held it in 1 quarter. The position peaked at $62.5K in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 804 Medtronic shares in Q1 2023, an estimated $62.5K.
  • Coppell Advisory Solutions Corp first reported a position in Medtronic in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Medtronic position peaked at $62.5K in Q4 2022.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.