Spectrum Wealth Counsel’s Medtronic MDT Stock Holding History

Spectrum Wealth Counsel’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 Q2	–	Sell	-30	Closed	-$2.62K	–	400
2024 Q1	$2.62K	Buy	+30	New	+$2.56K	﹤0.01%	338

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

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

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

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

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

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

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

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

Spectrum Wealth Counsel's MDT Position: Q2 2024 in Review

Spectrum Wealth Counsel sold out of Medtronic (MDT) in Q2 2024, closing a stake of 30 shares — an estimated $2.62K sold.

Spectrum Wealth Counsel first reported a position in MDT in Q1 2024 and held it in 1 quarter. The position peaked at $2.62K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Spectrum Wealth Counsel reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 30 Medtronic shares in Q2 2024, an estimated $2.62K.
Spectrum Wealth Counsel first reported a position in Medtronic in Q1 2024 and held it in 1 quarter.
Spectrum Wealth Counsel's Medtronic position peaked at $2.62K in Q1 2024.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.