AWE
MPT

Avidian Wealth Enterprises’s Medical Properties Trust MPT Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-16,100
Closed -$87.7K – 426
2023
Q3 		$87.7K Buy
16,100
+100
+0.6% +$801 0.01% 387
2023
Q2 		$148K Sell
16,000
-6,000
-27% -$50.7K 0.01% 400
2023
Q1 		$181K Buy
+22,000
New +$243K 0.01% 457

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Avidian Wealth Enterprises's MPT Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 16,100 shares — an estimated $87.7K sold.

Avidian Wealth Enterprises first reported a position in MPT in Q1 2023 and held it in 3 quarters. The position peaked at $181K in Q1 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,100 Medical Properties Trust shares in Q4 2023, an estimated $87.7K.
  • Avidian Wealth Enterprises first reported a position in Medical Properties Trust in Q1 2023 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Medical Properties Trust position peaked at $181K in Q1 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.