DHGWA
MPT

Dixon Hughes Goodman Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$84K Sell
3,990
-303
-7% -$6.53K 0.02% 261
2021
Q4 		$101K Buy
+4,293
New +$92K 0.03% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MPT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 7.1% in Q1 2022, selling an estimated $6.53K and leaving 3,990 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #261.

Dixon Hughes Goodman Wealth Advisors first reported a position in MPT in Q4 2021 and has held it in 2 quarters since. The position peaked at $101K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 3,990 shares of Medical Properties Trust worth $84K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 303 Medical Properties Trust shares in Q1 2022, an estimated $6.53K.
  • Medical Properties Trust made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #261 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Medical Properties Trust in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Medical Properties Trust position peaked at $101K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.