Regent Peak Wealth Advisors’s Medtronic MDT Stock Holding History

Regent Peak Wealth Advisors’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
2023 Q4	–	Sell	-25,287	Closed	-$1.98M	–	171
2023 Q3	$1.98M	Buy	25,287 +370	+1%	+$31K	0.61%	42
2023 Q2	$2.2M	Sell	24,917 -1,942	-7%	-$167K	0.64%	40
2023 Q1	$2.17M	Buy	26,859 +8,345	+45%	+$680K	0.67%	42
2022 Q4	$1.45M	Buy	18,514 +4,265	+30%	+$346K	0.48%	46
2022 Q3	$1.15M	Buy	14,249 +560	+4%	+$50.3K	0.4%	54
2022 Q2	$1.23M	Buy	13,689 +9,959	+267%	+$1.01M	0.4%	53
2022 Q1	$414K	Buy	3,730 +257	+7%	+$27.2K	0.12%	101
2021 Q4	$359K	Sell	3,473 -13,712	-80%	-$1.59M	0.1%	116
2021 Q3	$2.15M	Buy	17,185 +305	+2%	+$39.5K	0.62%	36
2021 Q2	$2.22M	Buy	16,880 +844	+5%	+$106K	0.62%	35
2021 Q1	$1.89M	Buy	16,036 +1,397	+10%	+$164K	0.62%	37
2020 Q4	$1.72M	Buy	14,639 +1,015	+7%	+$112K	0.57%	36
2020 Q3	$1.42M	Buy	13,624 +1,039	+8%	+$104K	0.6%	40
2020 Q2	$1.15M	Buy	12,585 +1,680	+15%	+$161K	0.52%	47
2020 Q1	$983K	Buy	10,905 +153	+1%	+$16.3K	0.55%	41
2019 Q4	$1.22M	Buy	+10,752	New	+$1.18M	0.56%	36

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regent Peak Wealth Advisors's MDT Position: Q4 2023 in Review

Regent Peak Wealth Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 25,287 shares — an estimated $1.98M sold.

Regent Peak Wealth Advisors first reported a position in MDT in Q4 2019 and held it in 16 quarters. The position peaked at $2.22M in Q2 2021. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Regent Peak Wealth Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 25,287 Medtronic shares in Q4 2023, an estimated $1.98M.
Regent Peak Wealth Advisors first reported a position in Medtronic in Q4 2019 and held it in 16 quarters.
Regent Peak Wealth Advisors's Medtronic position peaked at $2.22M in Q2 2021.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.