Beaird Harris Wealth Management’s Medical Properties Trust MPT Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-3,116	Closed	-$13.4K	–	644
2024 Q2	$13.4K	Sell	3,116 -975	-24%	-$4.67K	﹤0.01%	343
2024 Q1	$19.2K	Buy	4,091 +1,558	+62%	+$5.96K	﹤0.01%	279
2023 Q4	$12.4K	Buy	2,533 +69	+3%	+$338	﹤0.01%	314
2023 Q3	$13.4K	Buy	2,464 +1,287	+109%	+$10.3K	﹤0.01%	254
2023 Q2	$10.9K	Buy	1,177 +38	+3%	+$321	﹤0.01%	261
2023 Q1	$9.36K	Sell	1,139 -440	-28%	-$4.86K	﹤0.01%	274
2022 Q4	$17.6K	Buy	1,579 +1,073	+212%	+$12.5K	﹤0.01%	272
2022 Q3	$6K	Buy	+506	New	+$7.66K	﹤0.01%	329
2022 Q2	–	Sell	-490	Closed	-$10K	–	525
2022 Q1	$10K	Buy	490 +6	+1%	+$129	﹤0.01%	323
2021 Q4	$11K	Buy	+484	New	+$10.4K	﹤0.01%	391

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Beaird Harris Wealth Management's MPT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 3,116 shares — an estimated $13.4K sold.

Beaird Harris Wealth Management first reported a position in MPT in Q4 2021 and held it in 10 quarters. The position peaked at $19.2K in Q1 2024. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 3,116 Medical Properties Trust shares in Q3 2024, an estimated $13.4K.
Beaird Harris Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Medical Properties Trust position peaked at $19.2K in Q1 2024.
506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.