Ironwood Wealth Management (Arizona)’s Medtronic MDT Stock Holding History

Ironwood Wealth Management (Arizona)’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
2022 Q4	–	Sell	-5,447	Closed	-$489K	–	53
2022 Q3	$489K	Hold	5,447	–	–	0.22%	25
2022 Q2	$489K	Sell	5,447 -3,012	-36%	-$305K	0.22%	25
2022 Q1	$939K	Buy	8,459 +3,032	+56%	+$320K	0.39%	24
2021 Q4	$561K	Hold	5,427	–	–	0.24%	23
2021 Q3	$680K	Hold	5,427	–	–	0.32%	21
2021 Q2	$676K	Hold	5,427	–	–	0.39%	22
2021 Q1	$641K	Buy	+5,427	New	+$636K	0.41%	21
2017 Q3	$176K	Buy	+2,258	New	+$187K	0.16%	31

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s MDT Position: Q4 2022 in Review

Ironwood Wealth Management (Arizona) sold out of Medtronic (MDT) in Q4 2022, closing a stake of 5,447 shares — an estimated $489K sold.

Ironwood Wealth Management (Arizona) first reported a position in MDT in Q3 2017 and held it in 8 quarters. The position peaked at $939K in Q1 2022. 1,963 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Ironwood Wealth Management (Arizona) reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 5,447 Medtronic shares in Q4 2022, an estimated $489K.
Ironwood Wealth Management (Arizona) first reported a position in Medtronic in Q3 2017 and held it in 8 quarters.
Ironwood Wealth Management (Arizona)'s Medtronic position peaked at $939K in Q1 2022.
1,963 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 14 Feb 2023.