Intercontinental Wealth Advisors’s Medtronic MDT Stock Holding History

Intercontinental 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
2023 Q2	$1.25M	Sell	14,155 -1,434	-9%	-$123K	0.3%	71
2023 Q1	$1.26M	Buy	15,589 +3,457	+28%	+$282K	0.32%	66
2022 Q4	$943K	Buy	12,132 +72	+0.6%	+$5.84K	0.28%	84
2022 Q3	$974K	Buy	12,060 +1,571	+15%	+$141K	0.31%	81
2022 Q2	$941K	Buy	10,489 +2,021	+24%	+$205K	0.26%	88
2022 Q1	$940K	Buy	8,468 +4,094	+94%	+$433K	0.21%	93
2021 Q4	$452K	Sell	4,374 -3	-0.1%	-$347	0.1%	199
2021 Q3	$549K	Sell	4,377 -466	-10%	-$60.3K	0.13%	154
2021 Q2	$601K	Buy	4,843 +662	+16%	+$83.1K	0.12%	158
2021 Q1	$494K	Buy	4,181 +564	+16%	+$66.1K	0.11%	159
2020 Q4	$424K	Buy	+3,617	New	+$398K	0.1%	162
2020 Q1	–	Sell	-625	Closed	-$75K	–	250
2019 Q4	$75K	Buy	625 +99	+19%	+$10.9K	0.06%	161
2019 Q3	$57K	Buy	+526	New	+$54.9K	0.04%	206
2019 Q1	–	Sell	-100	Closed	-$9K	–	446
2018 Q4	$9K	Buy	+100	New	+$9.35K	0.01%	369

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 $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intercontinental Wealth Advisors's MDT Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Medtronic (MDT) stake by 9.2% in Q2 2023, selling an estimated $123K and leaving 14,155 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #71.

Intercontinental Wealth Advisors first reported a position in MDT in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2023. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Intercontinental Wealth Advisors held 14,155 shares of Medtronic worth $1.25M as of Q2 2023.
Intercontinental Wealth Advisors sold 1,434 Medtronic shares in Q2 2023, an estimated $123K.
Medtronic made up 0.3% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #71 holding.
Intercontinental Wealth Advisors first reported a position in Medtronic in Q4 2018 and has held it in 14 quarters since.
Intercontinental Wealth Advisors's Medtronic position peaked at $1.26M in Q1 2023.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.