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Regal Wealth Group’s Medtronic MDT Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-11
Closed -$1K – 170
2021
Q1 		$1K Hold
11
– – ﹤0.01% 239
2020
Q4 		$1K Hold
11
– – ﹤0.01% 207
2020
Q3 		$1K Buy
11
+1
+10% +$100 ﹤0.01% 205
2020
Q2 		$1K Hold
10
– – ﹤0.01% 198
2020
Q1 		$1K Hold
10
– – ﹤0.01% 172
2019
Q4 		$1K Hold
10
– – ﹤0.01% 188
2019
Q3 		$1K Hold
10
– – ﹤0.01% 169
2019
Q2 		$1K Hold
10
– – ﹤0.01% 161
2019
Q1 		$1K Hold
10
– – ﹤0.01% 155
2018
Q4 		$1K Hold
10
– – ﹤0.01% 154
2018
Q3 		$1K Hold
10
– – ﹤0.01% 155
2018
Q2 		$1K Buy
+10
New +$835 ﹤0.01% 162

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

Regal Wealth Group's MDT Position: Q2 2021 in Review

Regal Wealth Group sold out of Medtronic (MDT) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in MDT in Q2 2018 and held it in 12 quarters. The position peaked at $1K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Regal Wealth Group reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 11 Medtronic shares in Q2 2021, an estimated $1K.
  • Regal Wealth Group first reported a position in Medtronic in Q2 2018 and held it in 12 quarters.
  • Regal Wealth Group's Medtronic position peaked at $1K in Q1 2021.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.