Patriot Financial Group Insurance Agency’s Medical Properties Trust MPT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-230	Closed	-$35K	–	1353
2022 Q2	$35K	Sell	230 -1,570	-87%	-$28.2K	0.01%	847
2022 Q1	$38K	Hold	1,800	–	–	0.01%	869
2021 Q4	$43K	Hold	1,800	–	–	0.01%	936
2021 Q3	$36K	Hold	1,800	–	–	0.01%	993
2021 Q2	$36K	Hold	1,800	–	–	0.01%	954
2021 Q1	$38K	Hold	1,800	–	–	0.01%	863
2020 Q4	$39K	Hold	1,800	–	–	0.01%	767
2020 Q3	$32K	Hold	1,800	–	–	0.01%	650
2020 Q2	$34K	Hold	1,800	–	–	0.01%	599
2020 Q1	$31K	Buy	1,800 +1,400	+350%	+$29.3K	0.01%	559
2019 Q4	$8K	Hold	400	–	–	﹤0.01%	887
2019 Q3	$8K	Buy	+400	New	+$7.35K	﹤0.01%	844

Other funds holding MPT

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's MPT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 230 shares — an estimated $35K sold.

Patriot Financial Group Insurance Agency first reported a position in MPT in Q3 2019 and held it in 12 quarters. The position peaked at $43K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 230 Medical Properties Trust shares in Q3 2022, an estimated $35K.
Patriot Financial Group Insurance Agency first reported a position in Medical Properties Trust in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Medical Properties Trust position peaked at $43K in Q4 2021.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.