PFWA
MPT

Paces Ferry Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-35
Closed -$1K – 738
2020
Q3 		$1K Buy
+35
New +$651 ﹤0.01% 895

Other funds holding MPT

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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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's MPT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Medical Properties Trust (MPT) in Q4 2020, closing a stake of 35 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MPT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Medical Properties Trust position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 35 Medical Properties Trust shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Medical Properties Trust in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Medical Properties Trust position peaked at $1K in Q3 2020.
  • 537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.