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
2021 Q4	–	Sell	-1,200	Closed	-$150K	–	519
2021 Q3	$150K	Buy	+1,200	New	+$155K	0.02%	465

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.