PWP
MPT

Personal Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-250
Closed -$5K – 274
2021
Q2 		$5K Buy
+250
New +$5.35K ﹤0.01% 319
2020
Q1 		– Sell
-15
Closed – – 395
2019
Q4 		$0 Hold
15
– – ﹤0.01% 621
2019
Q3 		$0 Buy
+15
New +$276 ﹤0.01% 631

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Personal Wealth Partners's MPT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Medical Properties Trust (MPT) in Q3 2021, closing a stake of 250 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in MPT in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 564 funds tracked by Wall St. Rank hold MPT as of Q3 2021.

  • Personal Wealth Partners reported no remaining Medical Properties Trust position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 250 Medical Properties Trust shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Medical Properties Trust in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Medical Properties Trust position peaked at $5K in Q2 2021.
  • 564 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.