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Redwood Wealth Management Group’s Medtronic MDT Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-160
Closed -$12.6K – 711
2024
Q2 		$12.6K Buy
+160
New +$13.1K 0.01% 533

Other funds holding MDT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Redwood Wealth Management Group's MDT Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Medtronic (MDT) in Q3 2024, closing a stake of 160 shares — an estimated $12.6K sold.

Redwood Wealth Management Group first reported a position in MDT in Q2 2024 and held it in 1 quarter. The position peaked at $12.6K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 160 Medtronic shares in Q3 2024, an estimated $12.6K.
  • Redwood Wealth Management Group first reported a position in Medtronic in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Medtronic position peaked at $12.6K in Q2 2024.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.