White Knight Strategic Wealth Advisors’s Medtronic MDT Stock Holding History

White Knight Strategic Wealth 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
2024 Q2	–	Sell	-4,809	Closed	-$419K	–	80
2024 Q1	$419K	Hold	4,809	–	–	0.44%	45
2023 Q4	$396K	Buy	4,809 +2,015	+72%	+$154K	0.46%	44
2023 Q3	$219K	Sell	2,794 -465	-14%	-$38.9K	0.29%	57
2023 Q2	$287K	Sell	3,259 -3,450	-51%	-$297K	0.34%	55
2023 Q1	$541K	Buy	6,709 +455	+7%	+$37.1K	0.68%	34
2022 Q4	$486K	Buy	+6,254	New	+$507K	0.67%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

White Knight Strategic Wealth Advisors's MDT Position: Q2 2024 in Review

White Knight Strategic Wealth Advisors sold out of Medtronic (MDT) in Q2 2024, closing a stake of 4,809 shares — an estimated $419K sold.

White Knight Strategic Wealth Advisors first reported a position in MDT in Q4 2022 and held it in 6 quarters. The position peaked at $541K in Q1 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

White Knight Strategic Wealth Advisors reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 4,809 Medtronic shares in Q2 2024, an estimated $419K.
White Knight Strategic Wealth Advisors first reported a position in Medtronic in Q4 2022 and held it in 6 quarters.
White Knight Strategic Wealth Advisors's Medtronic position peaked at $541K in Q1 2023.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.