BWP
MPT

Balboa Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Balboa Wealth Partners’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
2024
Q2 		– Sell
-10,604
Closed -$49.8K – 327
2024
Q1 		$49.8K Buy
10,604
+60
+0.6% +$230 0.01% 243
2023
Q4 		$51.8K Sell
10,544
-189
-2% -$925 0.02% 231
2023
Q3 		$58.5K Sell
10,733
-160
-1% -$1.28K 0.02% 224
2023
Q2 		$101K Buy
10,893
+28
+0.3% +$237 0.04% 238
2023
Q1 		$89.3K Sell
10,865
-709
-6% -$7.83K 0.03% 237
2022
Q4 		$129K Buy
+11,574
New +$135K 0.06% 217

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Balboa Wealth Partners's MPT Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 10,604 shares — an estimated $49.8K sold.

Balboa Wealth Partners first reported a position in MPT in Q4 2022 and held it in 6 quarters. The position peaked at $129K in Q4 2022. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,604 Medical Properties Trust shares in Q2 2024, an estimated $49.8K.
  • Balboa Wealth Partners first reported a position in Medical Properties Trust in Q4 2022 and held it in 6 quarters.
  • Balboa Wealth Partners's Medical Properties Trust position peaked at $129K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.