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Filbrandt Wealth Management’s Medtronic MDT Stock Holding History

Filbrandt Wealth Management’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
2021
Q3 		$2K Buy
+18
New +$2.33K ﹤0.01% 185
2020
Q3 		– Sell
-6
Closed -$1K – 270
2020
Q2 		$1K Sell
6
-4
-40% -$384 ﹤0.01% 342
2020
Q1 		$1K Buy
+10
New +$1.06K ﹤0.01% 217

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Filbrandt Wealth Management's MDT Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Medtronic (MDT) in Q3 2021: 18 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in MDT as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in MDT in Q1 2020 and has held it in 3 quarters since. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Filbrandt Wealth Management held 18 shares of Medtronic worth $2K as of Q3 2021.
  • Medtronic was a new Filbrandt Wealth Management position in Q3 2021.
  • Medtronic made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #185 holding.
  • Filbrandt Wealth Management first reported a position in Medtronic in Q1 2020 and has held it in 3 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.