FWP
MPT

FAS Wealth Partners’s Medical Properties Trust MPT Stock Holding History

FAS Wealth Partners’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 		– Sell
-9,194
Closed -$217K – 401
2021
Q4 		$217K Buy
+9,194
New +$197K 0.02% 279
2021
Q2 		– Sell
-9,423
Closed -$201K – 377
2021
Q1 		$201K Buy
9,423
+118
+1% +$2.54K 0.02% 253
2020
Q4 		$203K Buy
+9,305
New +$181K 0.02% 245
2020
Q3 		– Sell
-14,157
Closed -$266K – 328
2020
Q2 		$266K Buy
14,157
+17
+0.1% +$301 0.04% 203
2020
Q1 		$244K Buy
+14,140
New +$296K 0.04% 190

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

FAS Wealth Partners's MPT Position: Q1 2022 in Review

FAS Wealth Partners sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 9,194 shares — an estimated $217K sold.

FAS Wealth Partners first reported a position in MPT in Q1 2020 and held it in 5 quarters. The position peaked at $266K in Q2 2020. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • FAS Wealth Partners reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 9,194 Medical Properties Trust shares in Q1 2022, an estimated $217K.
  • FAS Wealth Partners first reported a position in Medical Properties Trust in Q1 2020 and held it in 5 quarters.
  • FAS Wealth Partners's Medical Properties Trust position peaked at $266K in Q2 2020.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.