OBWG
MPT

Onyx Bridge Wealth Group’s Medical Properties Trust MPT Stock Holding History

Onyx Bridge Wealth Group’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
-42,475
Closed -$192K – 277
2024
Q1 		$192K Buy
42,475
+4,198
+11% +$16.1K 0.03% 237
2023
Q4 		$188K Buy
38,277
+4,043
+12% +$19.8K 0.04% 231
2023
Q3 		$187K Buy
34,234
+8,654
+34% +$69.3K 0.04% 215
2023
Q2 		$237K Buy
25,580
+2,578
+11% +$21.8K 0.06% 198
2023
Q1 		$189K Buy
+23,002
New +$254K 0.08% 164

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

Onyx Bridge Wealth Group's MPT Position: Q2 2024 in Review

Onyx Bridge Wealth Group sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 42,475 shares — an estimated $192K sold.

Onyx Bridge Wealth Group first reported a position in MPT in Q1 2023 and held it in 5 quarters. The position peaked at $237K in Q2 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Onyx Bridge Wealth Group reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 42,475 Medical Properties Trust shares in Q2 2024, an estimated $192K.
  • Onyx Bridge Wealth Group first reported a position in Medical Properties Trust in Q1 2023 and held it in 5 quarters.
  • Onyx Bridge Wealth Group's Medical Properties Trust position peaked at $237K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2024, filed 22 Jul 2024.