Sowell Financial Services’s Medical Properties Trust MPT Stock Holding History

Sowell Financial Services’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	-42,725	Closed	-$201K	–	552
2024 Q1	$201K	Buy	+42,725	New	+$164K	0.01%	544
2023 Q3	–	Sell	-33,446	Closed	-$319K	–	572
2023 Q2	$319K	Buy	33,446 +15,708	+89%	+$133K	0.02%	506
2023 Q1	$146K	Buy	+17,738	New	+$196K	0.01%	711
2021 Q2	–	Sell	-2,803	Closed	-$59K	–	1887
2021 Q1	$59K	Sell	2,803 -3,685	-57%	-$79.2K	﹤0.01%	1585
2020 Q4	$141K	Buy	6,488 +3,708	+133%	+$72.3K	0.01%	1009
2020 Q3	$49K	Sell	2,780 -10	-0.4%	-$186	﹤0.01%	1211
2020 Q2	$52K	Buy	2,790 +129	+5%	+$2.28K	﹤0.01%	1154
2020 Q1	$46K	Sell	2,661 -598	-18%	-$12.5K	﹤0.01%	1090
2019 Q4	$69K	Buy	3,259 +613	+23%	+$12.4K	0.01%	1034
2019 Q3	$52K	Buy	+2,646	New	+$48.6K	﹤0.01%	984

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sowell Financial Services's MPT Position: Q2 2024 in Review

Sowell Financial Services sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 42,725 shares — an estimated $201K sold.

Sowell Financial Services first reported a position in MPT in Q3 2019 and held it in 10 quarters. The position peaked at $319K in Q2 2023. 501 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

Sowell Financial Services reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 42,725 Medical Properties Trust shares in Q2 2024, an estimated $201K.
Sowell Financial Services first reported a position in Medical Properties Trust in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's Medical Properties Trust position peaked at $319K in Q2 2023.
501 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.