Wealth Advisory Solutions’s Medtronic MDT Stock Holding History

Wealth Advisory Solutions’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
2024 Q3	–	Sell	-3,944	Closed	-$310K	–	129
2024 Q2	$310K	Sell	3,944 -391	-9%	-$32.1K	0.08%	101
2024 Q1	$378K	Sell	4,335 -830	-16%	-$70.8K	0.1%	95
2023 Q4	$425K	Sell	5,165 -10,337	-67%	-$788K	0.15%	61
2023 Q3	$1.24M	Buy	15,502 +5,293	+52%	+$443K	0.24%	63
2023 Q2	$899K	Sell	10,209 -1,063	-9%	-$91.5K	0.24%	64
2023 Q1	$909K	Buy	11,272 +8,088	+254%	+$659K	0.24%	70
2022 Q4	$247K	Sell	3,184 -52,078	-94%	-$4.22M	0.07%	116
2022 Q3	$4.46M	Sell	55,262 -7,458	-12%	-$670K	1.23%	20
2022 Q2	$5.63M	Buy	62,720 +12,753	+26%	+$1.29M	1.39%	18
2022 Q1	$5.54M	Buy	+49,967	New	+$5.28M	1.15%	27

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Advisory Solutions's MDT Position: Q3 2024 in Review

Wealth Advisory Solutions sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,944 shares — an estimated $310K sold.

Wealth Advisory Solutions first reported a position in MDT in Q1 2022 and held it in 10 quarters. The position peaked at $5.63M in Q2 2022. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Wealth Advisory Solutions reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
Wealth Advisory Solutions sold 3,944 Medtronic shares in Q3 2024, an estimated $310K.
Wealth Advisory Solutions first reported a position in Medtronic in Q1 2022 and held it in 10 quarters.
Wealth Advisory Solutions's Medtronic position peaked at $5.63M in Q2 2022.
2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Wealth Advisory Solutions's 13F filing for Q3 2024, filed 21 Oct 2024.