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Paradigm Strategies in Wealth Management’s Medtronic MDT Stock Holding History

Paradigm Strategies in 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
Q3 		– Sell
-1,148
Closed -$142K – 151
2021
Q2 		$142K Hold
1,148
– – 0.13% 61
2021
Q1 		$136K Buy
+1,148
New +$135K 0.13% 57

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paradigm Strategies in Wealth Management's MDT Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Medtronic (MDT) in Q3 2021, closing a stake of 1,148 shares — an estimated $142K sold.

Paradigm Strategies in Wealth Management first reported a position in MDT in Q1 2021 and held it in 2 quarters. The position peaked at $142K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,148 Medtronic shares in Q3 2021, an estimated $142K.
  • Paradigm Strategies in Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Medtronic position peaked at $142K in Q2 2021.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.