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Fortitude Advisory Group’s Medtronic MDT Stock Holding History

Fortitude Advisory Group’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
2024
Q1 		– Sell
-2,618
Closed -$216K – 229
2023
Q4 		$216K Sell
2,618
-213
-8% -$16.2K 0.13% 179
2023
Q3 		$222K Buy
2,831
+276
+11% +$23.1K 0.15% 159
2023
Q2 		$225K Sell
2,555
-85
-3% -$7.32K 0.17% 166
2023
Q1 		$213K Buy
+2,640
New +$215K 0.16% 178
2022
Q2 		– Sell
-1,797
Closed -$200K – 832
2022
Q1 		$200K Buy
1,797
+286
+19% +$30.2K 0.11% 198
2021
Q4 		$156K Buy
+1,511
New +$175K 0.08% 252

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortitude Advisory Group's MDT Position: Q1 2024 in Review

Fortitude Advisory Group sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,618 shares — an estimated $216K sold.

Fortitude Advisory Group first reported a position in MDT in Q4 2021 and held it in 6 quarters. The position peaked at $225K in Q2 2023. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Fortitude Advisory Group reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,618 Medtronic shares in Q1 2024, an estimated $216K.
  • Fortitude Advisory Group first reported a position in Medtronic in Q4 2021 and held it in 6 quarters.
  • Fortitude Advisory Group's Medtronic position peaked at $225K in Q2 2023.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.