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Visionary Wealth Advisors’s Medtronic MDT Stock Holding History

Visionary 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
2023
Q3 		– Sell
-2,708
Closed -$239K – 468
2023
Q2 		$239K Buy
2,708
+106
+4% +$9.13K 0.02% 404
2023
Q1 		$210K Sell
2,602
-35
-1% -$2.85K 0.02% 417
2022
Q4 		$205K Sell
2,637
-16
-0.6% -$1.3K 0.02% 390
2022
Q3 		$214K Sell
2,653
-12
-0.5% -$1.08K 0.02% 358
2022
Q2 		$239K Buy
2,665
+807
+43% +$81.8K 0.02% 361
2022
Q1 		$206K Buy
+1,858
New +$196K 0.02% 401
2021
Q4 		– Sell
-2,002
Closed -$251K – 390
2021
Q3 		$251K Sell
2,002
-85
-4% -$11K 0.03% 266
2021
Q2 		$259K Sell
2,087
-423
-17% -$53.1K 0.03% 288
2021
Q1 		$297K Sell
2,510
-258
-9% -$30.2K 0.03% 254
2020
Q4 		$324K Buy
2,768
+660
+31% +$72.7K 0.04% 224
2020
Q3 		$219K Buy
+2,108
New +$212K 0.03% 232

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Visionary Wealth Advisors's MDT Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,708 shares — an estimated $239K sold.

Visionary Wealth Advisors first reported a position in MDT in Q3 2020 and held it in 11 quarters. The position peaked at $324K in Q4 2020. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,708 Medtronic shares in Q3 2023, an estimated $239K.
  • Visionary Wealth Advisors first reported a position in Medtronic in Q3 2020 and held it in 11 quarters.
  • Visionary Wealth Advisors's Medtronic position peaked at $324K in Q4 2020.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.