MWM
MPT

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

Mascoma 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
Q4 		– Sell
-4
Closed – – 550
2021
Q3 		$0 Buy
+4
New +$82 ﹤0.01% 459
2021
Q2 		– Sell
-4
Closed – – 326
2021
Q1 		$0 Buy
+4
New +$86 ﹤0.01% 454

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Mascoma Wealth Management's MPT Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2021, closing a stake of 4 shares.

Mascoma Wealth Management first reported a position in MPT in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 634 funds tracked by Wall St. Rank hold MPT as of Q4 2021.

  • Mascoma Wealth Management reported no remaining Medical Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 4 Medical Properties Trust shares in Q4 2021.
  • Mascoma Wealth Management first reported a position in Medical Properties Trust in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Medical Properties Trust position peaked at $0 in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.