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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's MDT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Medtronic (MDT) in Q2 2021, closing a stake of 8,076 shares — an estimated $954K sold.

Wealthstreet Investment Advisors first reported a position in MDT in Q4 2017 and held it in 7 quarters. The position peaked at $954K in Q1 2021. 2,005 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 8,076 Medtronic shares in Q2 2021, an estimated $954K.
Wealthstreet Investment Advisors first reported a position in Medtronic in Q4 2017 and held it in 7 quarters.
Wealthstreet Investment Advisors's Medtronic position peaked at $954K in Q1 2021.
2,005 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.