PFG Private Wealth Management’s Medtronic MDT Stock Holding History

PFG Private 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
2024 Q1	–	Sell	-130	Closed	-$10.7K	–	238
2023 Q4	$10.7K	Sell	130 -184	-59%	-$14K	0.01%	131
2023 Q3	$24.6K	Sell	314 -660	-68%	-$55.3K	0.02%	157
2023 Q2	$85.8K	Sell	974 -5	-0.5%	-$430	0.05%	127
2023 Q1	$78.9K	Buy	979 +226	+30%	+$18.4K	0.05%	130
2022 Q4	$59K	Sell	753 -170	-18%	-$13.8K	0.04%	131
2022 Q3	$75K	Hold	923	–	–	0.05%	114
2022 Q2	$83K	Buy	923 +6	+0.7%	+$608	0.05%	125
2022 Q1	$102K	Buy	917 +915	+45,750%	+$96.7K	0.05%	123
2021 Q4	$0	Buy	+2	New	+$232	﹤0.01%	330

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

PFG Private Wealth Management's MDT Position: Q1 2024 in Review

PFG Private Wealth Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 130 shares — an estimated $10.7K sold.

PFG Private Wealth Management first reported a position in MDT in Q4 2021 and held it in 9 quarters. The position peaked at $102K in Q1 2022. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

PFG Private Wealth Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
PFG Private Wealth Management sold 130 Medtronic shares in Q1 2024, an estimated $10.7K.
PFG Private Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 9 quarters.
PFG Private Wealth Management's Medtronic position peaked at $102K in Q1 2022.
2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on PFG Private Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.