Prentice Wealth Management’s Medtronic MDT Stock Holding History

Prentice 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
2022 Q3	–	Sell	-1,251	Closed	-$112K	–	137
2022 Q2	$112K	Sell	1,251 -956	-43%	-$96.9K	0.11%	55
2022 Q1	$247K	Buy	+2,207	New	+$233K	0.12%	87
2021 Q4	–	Sell	-2,577	Closed	-$323K	–	218
2021 Q3	$323K	Buy	2,577 +26	+1%	+$3.37K	0.16%	66
2021 Q2	$317K	Buy	2,551 +501	+24%	+$62.9K	0.16%	64
2021 Q1	$242K	Buy	+2,050	New	+$240K	0.13%	76

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Prentice Wealth Management's MDT Position: Q3 2022 in Review

Prentice Wealth Management sold out of Medtronic (MDT) in Q3 2022, closing a stake of 1,251 shares — an estimated $112K sold.

Prentice Wealth Management first reported a position in MDT in Q1 2021 and held it in 5 quarters. The position peaked at $323K in Q3 2021. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Prentice Wealth Management reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 1,251 Medtronic shares in Q3 2022, an estimated $112K.
Prentice Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 5 quarters.
Prentice Wealth Management's Medtronic position peaked at $323K in Q3 2021.
1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.