Avion Wealth’s Medical Properties Trust MPT Stock Holding History

Avion Wealth’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 Q3	–	Sell	-124	Closed	-$1K	–	1050
2023 Q2	$1K	Buy	+124	New	+$1.05K	﹤0.01%	614

Other funds holding MPT

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avion Wealth's MPT Position: Q3 2023 in Review

Avion Wealth sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 124 shares — an estimated $1K sold.

Avion Wealth first reported a position in MPT in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Avion Wealth reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 124 Medical Properties Trust shares in Q3 2023, an estimated $1K.
Avion Wealth first reported a position in Medical Properties Trust in Q2 2023 and held it in 1 quarter.
Avion Wealth's Medical Properties Trust position peaked at $1K in Q2 2023.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.