AWM
MPT

Accurate Wealth Management’s Medical Properties Trust MPT Stock Holding History

Accurate Wealth Management’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-130
Closed -$1.62K – 959
2022
Q4 		$1.62K Buy
+130
New +$1.51K ﹤0.01% 1249

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Accurate Wealth Management's MPT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 130 shares — an estimated $1.62K sold.

Accurate Wealth Management first reported a position in MPT in Q4 2022 and held it in 1 quarter. The position peaked at $1.62K in Q4 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 130 Medical Properties Trust shares in Q1 2023, an estimated $1.62K.
  • Accurate Wealth Management first reported a position in Medical Properties Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Medical Properties Trust position peaked at $1.62K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.