KCS Wealth Advisory’s Medtronic MDT Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-2,281	Closed	-$253K	–	165
2022 Q1	$253K	Buy	2,281 +110	+5%	+$11.6K	0.12%	143
2021 Q4	$225K	Hold	2,171	–	–	0.09%	151
2021 Q3	$272K	Buy	2,171 +12	+0.6%	+$1.55K	0.13%	130
2021 Q2	$268K	Sell	2,159 -106	-5%	-$13.3K	0.13%	133
2021 Q1	$268K	Buy	2,265 +369	+19%	+$43.2K	0.14%	129
2020 Q4	$222K	Sell	1,896 -26	-1%	-$2.86K	0.15%	139
2020 Q3	$200K	Sell	1,922 -489	-20%	-$49.1K	0.16%	137
2020 Q2	$221K	Hold	2,411	–	–	0.18%	131
2020 Q1	$217K	Sell	2,411 -1	-0%	-$106	0.22%	122
2019 Q4	$274K	Sell	2,412 -205	-8%	-$22.5K	0.21%	129
2019 Q3	$284K	Sell	2,617 -135	-5%	-$14.1K	0.2%	124
2019 Q2	$268K	Buy	2,752 +207	+8%	+$18.9K	0.21%	129
2019 Q1	$232K	Buy	2,545 +249	+11%	+$22.3K	0.2%	134
2018 Q4	$209K	Buy	2,296 +158	+7%	+$14.8K	0.22%	142
2018 Q3	$210K	Buy	+2,138	New	+$198K	0.19%	141

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 $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCS Wealth Advisory's MDT Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,281 shares — an estimated $253K sold.

KCS Wealth Advisory first reported a position in MDT in Q3 2018 and held it in 15 quarters. The position peaked at $284K in Q3 2019. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

KCS Wealth Advisory reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
KCS Wealth Advisory sold 2,281 Medtronic shares in Q2 2022, an estimated $253K.
KCS Wealth Advisory first reported a position in Medtronic in Q3 2018 and held it in 15 quarters.
KCS Wealth Advisory's Medtronic position peaked at $284K in Q3 2019.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.