DAS
MPT

Dynamic Advisor Solutions’s Medical Properties Trust MPT Stock Holding History

Dynamic Advisor Solutions’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
-13,646
Closed -$64.1K – 977
2024
Q1 		$64.1K Sell
13,646
-96,126
-88% -$368K ﹤0.01% 918
2023
Q4 		$390K Sell
109,772
-7,169
-6% -$35.1K 0.01% 637
2023
Q3 		$637K Buy
116,941
+10,800
+10% +$86.5K 0.03% 459
2023
Q2 		$983K Buy
106,141
+35,185
+50% +$298K 0.05% 352
2023
Q1 		$583K Buy
70,956
+14,508
+26% +$160K 0.03% 437
2022
Q4 		$629K Buy
56,448
+19,702
+54% +$229K 0.04% 386
2022
Q3 		$436K Buy
36,746
+454
+1% +$6.88K 0.03% 418
2022
Q2 		$554K Buy
36,292
+8,943
+33% +$161K 0.04% 369
2022
Q1 		$578K Buy
27,349
+4,138
+18% +$89.2K 0.04% 406
2021
Q4 		$548K Buy
23,211
+133
+0.6% +$2.85K 0.04% 402
2021
Q3 		$463K Buy
23,078
+2,240
+11% +$45.9K 0.03% 467
2021
Q2 		$419K Buy
20,838
+3,239
+18% +$69.3K 0.03% 469
2021
Q1 		$375K Buy
17,599
+2,080
+13% +$44.7K 0.03% 452
2020
Q4 		$338K Buy
15,519
+170
+1% +$3.31K 0.03% 461
2020
Q3 		$271K Buy
+15,349
New +$286K 0.03% 455

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

Dynamic Advisor Solutions's MPT Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 13,646 shares — an estimated $64.1K sold.

Dynamic Advisor Solutions first reported a position in MPT in Q3 2020 and held it in 15 quarters. The position peaked at $983K in Q2 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 13,646 Medical Properties Trust shares in Q2 2024, an estimated $64.1K.
  • Dynamic Advisor Solutions first reported a position in Medical Properties Trust in Q3 2020 and held it in 15 quarters.
  • Dynamic Advisor Solutions's Medical Properties Trust position peaked at $983K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.