HGWM
MPT

Harvest Group Wealth Management’s Medical Properties Trust MPT Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-11
Closed – – 445
2020
Q4 		$0 Hold
11
– – ﹤0.01% 775
2020
Q3 		$0 Hold
11
– – ﹤0.01% 731
2020
Q2 		$0 Hold
11
– – ﹤0.01% 713
2020
Q1 		$0 Buy
+11
New +$230 ﹤0.01% 801

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's MPT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 11 shares.

Harvest Group Wealth Management first reported a position in MPT in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Medical Properties Trust shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Medical Properties Trust in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Medical Properties Trust position peaked at $0 in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.