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Waypoint Capital Advisors’s Medtronic MDT Stock Holding History

Waypoint Capital 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
Q2 		– Sell
-1,844
Closed -$204K – 129
2022
Q1 		$204K Buy
+1,844
New +$195K 0.12% 113

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waypoint Capital Advisors's MDT Position: Q2 2022 in Review

Waypoint Capital Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,844 shares — an estimated $204K sold.

Waypoint Capital Advisors first reported a position in MDT in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Waypoint Capital Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Waypoint Capital Advisors sold 1,844 Medtronic shares in Q2 2022, an estimated $204K.
  • Waypoint Capital Advisors first reported a position in Medtronic in Q1 2022 and held it in 1 quarter.
  • Waypoint Capital Advisors's Medtronic position peaked at $204K in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Waypoint Capital Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.