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RGT Wealth Advisors’s Medtronic MDT Stock Holding History

RGT 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
2022
Q1 		– Sell
-900
Closed -$93K – 239
2021
Q4 		$93K Buy
+900
New +$104K 0.01% 113
2021
Q1 		– Sell
-2,084
Closed -$244K – 65
2020
Q4 		$244K Buy
+2,084
New +$229K 0.05% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RGT Wealth Advisors's MDT Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Medtronic (MDT) in Q1 2022, closing a stake of 900 shares — an estimated $93K sold.

RGT Wealth Advisors first reported a position in MDT in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q4 2020. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 900 Medtronic shares in Q1 2022, an estimated $93K.
  • RGT Wealth Advisors first reported a position in Medtronic in Q4 2020 and held it in 2 quarters.
  • RGT Wealth Advisors's Medtronic position peaked at $244K in Q4 2020.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.