V Wealth Advisors’s Medtronic MDT Stock Holding History

V 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 Q4	–	Sell	-7,727	Closed	-$624K	–	389
2022 Q3	$624K	Sell	7,727 -4,511	-37%	-$405K	0.12%	163
2022 Q2	$1.1M	Buy	12,238 +300	+3%	+$30.4K	0.21%	121
2022 Q1	$1.32M	Buy	11,938 +6,356	+114%	+$671K	0.21%	115
2021 Q4	$578K	Buy	5,582 +90	+2%	+$10.4K	0.08%	234
2021 Q3	$689K	Sell	5,492 -123	-2%	-$15.9K	0.11%	200
2021 Q2	$698K	Buy	5,615 +3,605	+179%	+$453K	0.11%	209
2021 Q1	$237K	Sell	2,010 -120	-6%	-$14.1K	0.04%	380
2020 Q4	$250K	Buy	+2,130	New	+$234K	0.05%	331
2020 Q3	–	Sell	-2,687	Closed	-$246K	–	267
2020 Q2	$246K	Sell	2,687 -462	-15%	-$44.3K	0.06%	301
2020 Q1	$284K	Buy	3,149 +471	+18%	+$50.1K	0.09%	227
2019 Q4	$291K	Hold	2,678	–	–	0.1%	209
2019 Q3	$291K	Buy	2,678 +118	+5%	+$12.3K	0.1%	208
2019 Q2	$252K	Buy	2,560 +223	+10%	+$20.4K	0.1%	219
2019 Q1	$202K	Buy	+2,337	New	+$209K	0.08%	241
2018 Q4	–	Sell	-2,113	Closed	-$208K	–	226
2018 Q3	$208K	Buy	+2,113	New	+$195K	0.1%	211
2017 Q3	–	Sell	-337	Closed	-$30K	–	507
2017 Q2	$30K	Buy	+337	New	+$28.4K	0.01%	392

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

V Wealth Advisors's MDT Position: Q4 2022 in Review

V Wealth Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 7,727 shares — an estimated $624K sold.

V Wealth Advisors first reported a position in MDT in Q2 2017 and held it in 16 quarters. The position peaked at $1.32M in Q1 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

V Wealth Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 7,727 Medtronic shares in Q4 2022, an estimated $624K.
V Wealth Advisors first reported a position in Medtronic in Q2 2017 and held it in 16 quarters.
V Wealth Advisors's Medtronic position peaked at $1.32M in Q1 2022.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.