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Paces Ferry Wealth Advisors’s Medtronic MDT Stock Holding History

Paces Ferry 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
2024
Q4 		– Sell
-2,408
Closed -$217K – 135
2024
Q3 		$217K Buy
+2,408
New +$203K 0.12% 111
2024
Q2 		– Sell
-2,475
Closed -$216K – 117
2024
Q1 		$216K Sell
2,475
-23
-0.9% -$1.96K 0.14% 104
2023
Q4 		$206K Sell
2,498
-363
-13% -$27.7K 0.14% 104
2023
Q3 		$224K Sell
2,861
-268
-9% -$22.4K 0.18% 93
2023
Q2 		$276K Sell
3,129
-90
-3% -$7.75K 0.21% 87
2023
Q1 		$260K Buy
+3,219
New +$262K 0.21% 94
2022
Q4 		– Sell
-2,770
Closed -$224K – 109
2022
Q3 		$224K Buy
2,770
+335
+14% +$30.1K 0.24% 85
2022
Q2 		$219K Sell
2,435
-347
-12% -$35.2K 0.22% 94
2022
Q1 		$309K Buy
2,782
+330
+13% +$34.9K 0.25% 82
2021
Q4 		$254K Sell
2,452
-666
-21% -$77.1K 0.18% 97
2021
Q3 		$391K Buy
3,118
+129
+4% +$16.7K 0.31% 74
2021
Q2 		$371K Sell
2,989
-121
-4% -$15.2K 0.28% 76
2021
Q1 		$367K Buy
3,110
+89
+3% +$10.4K 0.32% 73
2020
Q4 		$354K Sell
3,021
-30
-1% -$3.3K 0.32% 72
2020
Q3 		$317K Buy
+3,051
New +$306K 0.28% 72

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paces Ferry Wealth Advisors's MDT Position: Q4 2024 in Review

Paces Ferry Wealth Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,408 shares — an estimated $217K sold.

Paces Ferry Wealth Advisors first reported a position in MDT in Q3 2020 and held it in 15 quarters. The position peaked at $391K in Q3 2021. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Paces Ferry Wealth Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,408 Medtronic shares in Q4 2024, an estimated $217K.
  • Paces Ferry Wealth Advisors first reported a position in Medtronic in Q3 2020 and held it in 15 quarters.
  • Paces Ferry Wealth Advisors's Medtronic position peaked at $391K in Q3 2021.
  • 2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.