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Dixon Hughes Goodman Wealth Advisors’s Medtronic MDT Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$45K Buy
408
+169
+71% +$17.9K 0.01% 320
2021
Q4 		$25K Buy
+239
New +$27.7K 0.01% 341

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MDT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Medtronic (MDT) stake by 71% in Q1 2022, buying an estimated $17.9K and bringing the position to 408 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #320.

Dixon Hughes Goodman Wealth Advisors first reported a position in MDT in Q4 2021 and has held it in 2 quarters since. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 408 shares of Medtronic worth $45K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 169 Medtronic shares in Q1 2022, an estimated $17.9K.
  • Medtronic made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #320 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Medtronic in Q4 2021 and has held it in 2 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.