Wealth Alliance Advisory Group’s Medtronic MDT Stock Holding History

Wealth Alliance Advisory Group’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 Q3	–	Sell	-2,242	Closed	-$201K	–	162
2022 Q2	$201K	Sell	2,242 -48	-2%	-$4.86K	0.1%	133
2022 Q1	$254K	Hold	2,290	–	–	0.11%	123
2021 Q4	$237K	Buy	2,290 +71	+3%	+$8.22K	0.1%	137
2021 Q3	$278K	Buy	2,219 +10	+0.5%	+$1.29K	0.14%	115
2021 Q2	$274K	Sell	2,209 -37	-2%	-$4.65K	0.13%	114
2021 Q1	$265K	Hold	2,246	–	–	0.14%	116
2020 Q4	$263K	Sell	2,246 -30	-1%	-$3.3K	0.14%	116
2020 Q3	$237K	Buy	2,276 +37	+2%	+$3.72K	0.14%	106
2020 Q2	$205K	Buy	+2,239	New	+$215K	0.13%	113
2020 Q1	–	Sell	-2,139	Closed	-$243K	–	129
2019 Q4	$243K	Buy	2,139 +200	+10%	+$21.9K	0.14%	112
2019 Q3	$209K	Buy	+1,939	New	+$202K	0.13%	115
2018 Q4	–	Sell	-2,220	Closed	-$218K	–	134
2018 Q3	$218K	Buy	+2,220	New	+$205K	0.11%	122

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Alliance Advisory Group's MDT Position: Q3 2022 in Review

Wealth Alliance Advisory Group sold out of Medtronic (MDT) in Q3 2022, closing a stake of 2,242 shares — an estimated $201K sold.

Wealth Alliance Advisory Group first reported a position in MDT in Q3 2018 and held it in 12 quarters. The position peaked at $278K in Q3 2021. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Wealth Alliance Advisory Group reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Wealth Alliance Advisory Group sold 2,242 Medtronic shares in Q3 2022, an estimated $201K.
Wealth Alliance Advisory Group first reported a position in Medtronic in Q3 2018 and held it in 12 quarters.
Wealth Alliance Advisory Group's Medtronic position peaked at $278K in Q3 2021.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.