WIA
MDT icon

Wealthstreet Investment Advisors’s Medtronic MDT Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-8,076
Closed -$954K – 237
2021
Q1 		$954K Buy
8,076
+244
+3% +$28.6K 0.09% 173
2020
Q4 		$918K Hold
7,832
– – 0.09% 171
2020
Q3 		$814K Buy
+7,832
New +$787K 0.09% 170
2018
Q4 		– Sell
-3,507
Closed -$345K – 338
2018
Q3 		$345K Hold
3,507
– – 0.04% 274
2018
Q2 		$300K Hold
3,507
– – 0.04% 290
2018
Q1 		$281K Buy
3,507
+209
+6% +$17.2K 0.04% 289
2017
Q4 		$266K Buy
+3,298
New +$264K 0.03% 293

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return