TFO Wealth Partners’s Medtronic MDT Stock Holding History

TFO Wealth Partners’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	-21	Closed	-$1.85K	–	1030
2023 Q3	$1.85K	Buy	+21	New	+$1.76K	﹤0.01%	210
2022 Q3	–	Sell	-18	Closed	-$2K	–	346
2022 Q2	$2K	Buy	+18	New	+$1.82K	﹤0.01%	327
2021 Q3	–	Sell	-40	Closed	-$5K	–	165
2021 Q2	$5K	Buy	+40	New	+$5.02K	﹤0.01%	88
2020 Q4	–	Sell	-95	Closed	-$10K	–	131
2020 Q3	$10K	Buy	+95	New	+$9.54K	﹤0.01%	78

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFO Wealth Partners's MDT Position: Q4 2023 in Review

TFO Wealth Partners sold out of Medtronic (MDT) in Q4 2023, closing a stake of 21 shares — an estimated $1.85K sold.

TFO Wealth Partners first reported a position in MDT in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2020. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

TFO Wealth Partners reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 21 Medtronic shares in Q4 2023, an estimated $1.85K.
TFO Wealth Partners first reported a position in Medtronic in Q3 2020 and held it in 4 quarters.
TFO Wealth Partners's Medtronic position peaked at $10K in Q3 2020.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.