SFPG
MPT

Stonebridge Financial Planning Group’s Medical Properties Trust MPT Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-1,000
Closed -$22K – 266
2021
Q4 		$22K Hold
1,000
– – 0.01% 293
2021
Q3 		$21K Hold
1,000
– – 0.01% 295
2021
Q2 		$20K Hold
1,000
– – 0.01% 300
2021
Q1 		$22K Hold
1,000
– – 0.01% 298
2020
Q4 		$22K Buy
+1,000
New +$19.5K 0.01% 273

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Stonebridge Financial Planning Group's MPT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 1,000 shares — an estimated $22K sold.

Stonebridge Financial Planning Group first reported a position in MPT in Q4 2020 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,000 Medical Properties Trust shares in Q1 2022, an estimated $22K.
  • Stonebridge Financial Planning Group first reported a position in Medical Properties Trust in Q4 2020 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Medical Properties Trust position peaked at $22K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.