BWA
MPT

Beam Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Beam Wealth Advisors’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
-15,775
Closed -$74.1K – 135
2024
Q1 		$74.1K Hold
15,775
– – 0.04% 114
2023
Q4 		$77.5K Hold
15,775
– – 0.05% 105
2023
Q3 		$86K Buy
+15,775
New +$126K 0.06% 97

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

Beam Wealth Advisors's MPT Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 15,775 shares — an estimated $74.1K sold.

Beam Wealth Advisors first reported a position in MPT in Q3 2023 and held it in 3 quarters. The position peaked at $86K in Q3 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 15,775 Medical Properties Trust shares in Q2 2024, an estimated $74.1K.
  • Beam Wealth Advisors first reported a position in Medical Properties Trust in Q3 2023 and held it in 3 quarters.
  • Beam Wealth Advisors's Medical Properties Trust position peaked at $86K in Q3 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.