CWC
MPT

Carolinas Wealth Consulting’s Medical Properties Trust MPT Stock Holding History

Carolinas Wealth Consulting’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
2022
Q2 		– Sell
-1,777
Closed -$38K – 930
2022
Q1 		$38K Sell
1,777
-96
-5% -$2.07K 0.01% 391
2021
Q4 		$45K Buy
1,873
+48
+3% +$1.03K 0.01% 381
2021
Q3 		$37K Buy
1,825
+24
+1% +$492 0.01% 386
2021
Q2 		$37K Buy
1,801
+22
+1% +$471 0.01% 403
2021
Q1 		$38K Buy
1,779
+82
+5% +$1.76K 0.01% 409
2020
Q4 		$37K Buy
1,697
+1,595
+1,564% +$31.1K 0.01% 384
2020
Q3 		$2K Hold
102
– – ﹤0.01% 721
2020
Q2 		$2K Buy
+102
New +$1.81K ﹤0.01% 504

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Carolinas Wealth Consulting's MPT Position: Q2 2022 in Review

Carolinas Wealth Consulting sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 1,777 shares — an estimated $38K sold.

Carolinas Wealth Consulting first reported a position in MPT in Q2 2020 and held it in 8 quarters. The position peaked at $45K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

  • Carolinas Wealth Consulting reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,777 Medical Properties Trust shares in Q2 2022, an estimated $38K.
  • Carolinas Wealth Consulting first reported a position in Medical Properties Trust in Q2 2020 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Medical Properties Trust position peaked at $45K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2022, filed 16 Aug 2022.