Wealthcare Capital Management’s Medtronic MDT Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-297	Closed	-$35K	–	426
2021 Q1	$35K	Buy	+297	New	+$34.8K	﹤0.01%	170
2020 Q2	–	Sell	-47	Closed	-$4K	–	162
2020 Q1	$4K	Sell	47 -49	-51%	-$5.21K	﹤0.01%	187
2019 Q4	$11K	Buy	+96	New	+$10.5K	﹤0.01%	181
2018 Q1	–	Sell	-23	Closed	-$2K	–	223
2017 Q4	$2K	Buy	+23	New	+$1.84K	﹤0.01%	196
2015 Q4	–	Sell	-134	Closed	-$9K	–	240
2015 Q3	$9K	Hold	134	–	–	﹤0.01%	160
2015 Q2	$10K	Sell	134 -20	-13%	-$1.53K	﹤0.01%	205
2015 Q1	$12K	Buy	154 +20	+15%	+$1.52K	﹤0.01%	470
2014 Q4	$10K	Hold	134	–	–	﹤0.01%	129
2014 Q3	$8K	Hold	134	–	–	﹤0.01%	176
2014 Q2	$9K	Buy	+134	New	+$8.14K	﹤0.01%	132

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthcare Capital Management's MDT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Medtronic (MDT) in Q2 2021, closing a stake of 297 shares — an estimated $35K sold.

Wealthcare Capital Management first reported a position in MDT in Q2 2014 and held it in 10 quarters. The position peaked at $35K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

Wealthcare Capital Management reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 297 Medtronic shares in Q2 2021, an estimated $35K.
Wealthcare Capital Management first reported a position in Medtronic in Q2 2014 and held it in 10 quarters.
Wealthcare Capital Management's Medtronic position peaked at $35K in Q1 2021.
2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.