FSA Wealth Management’s Medical Properties Trust MPT Stock Holding History

FSA Wealth Management’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 Q1	$1.94K	Buy	414 +17	+4%	+$65	﹤0.01%	543
2023 Q4	$2K	Buy	+397	New	+$1.94K	﹤0.01%	534
2021 Q1	–	Sell	-700	Closed	-$15K	–	167
2020 Q4	$15K	Buy	+700	New	+$13.6K	0.01%	231
2020 Q3	–	Sell	-700	Closed	-$13K	–	234
2020 Q2	$13K	Hold	700	–	–	0.01%	242
2020 Q1	$12K	Hold	700	–	–	0.01%	223
2019 Q4	$15K	Buy	+700	New	+$14.2K	0.01%	258

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FSA Wealth Management's MPT Position: Q1 2024 in Review

FSA Wealth Management increased its Medical Properties Trust (MPT) stake by 4.3% in Q1 2024, buying an estimated $65 and bringing the position to 414 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

FSA Wealth Management first reported a position in MPT in Q4 2019 and has held it in 6 quarters since. The position peaked at $15K in Q4 2020. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

FSA Wealth Management held 414 shares of Medical Properties Trust worth $1.94K as of Q1 2024.
FSA Wealth Management bought 17 Medical Properties Trust shares in Q1 2024, an estimated $65.
Medical Properties Trust made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #543 holding.
FSA Wealth Management first reported a position in Medical Properties Trust in Q4 2019 and has held it in 6 quarters since.
FSA Wealth Management's Medical Properties Trust position peaked at $15K in Q4 2020.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.