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Independent Solutions Wealth Management’s Medtronic MDT Stock Holding History

Independent Solutions 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
Q4 		– Sell
-5,665
Closed -$710K – 236
2021
Q3 		$710K Buy
5,665
+463
+9% +$59.9K 0.18% 109
2021
Q2 		$646K Buy
5,202
+832
+19% +$104K 0.16% 123
2021
Q1 		$516K Buy
4,370
+230
+6% +$27K 0.14% 117
2020
Q4 		$485K Buy
+4,140
New +$456K 0.15% 110

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Independent Solutions Wealth Management's MDT Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 5,665 shares — an estimated $710K sold.

Independent Solutions Wealth Management first reported a position in MDT in Q4 2020 and held it in 4 quarters. The position peaked at $710K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,665 Medtronic shares in Q4 2021, an estimated $710K.
  • Independent Solutions Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Medtronic position peaked at $710K in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.