IBEX Wealth Advisors’s Medtronic MDT Stock Holding History

IBEX 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
2021 Q4	–	Sell	-204	Closed	-$26K	–	332
2021 Q3	$26K	Buy	+204	New	+$26.4K	0.01%	304

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's MDT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 204 shares — an estimated $26K sold.

IBEX Wealth Advisors first reported a position in MDT in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

IBEX Wealth Advisors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 204 Medtronic shares in Q4 2021, an estimated $26K.
IBEX Wealth Advisors first reported a position in Medtronic in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Medtronic position peaked at $26K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.