TCWM
MPT

Total Clarity Wealth Management’s Medical Properties Trust MPT Stock Holding History

Total Clarity Wealth Management’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
-700
Closed -$11K – 688
2022
Q2 		$11K Buy
+700
New +$12.6K 0.01% 646
2022
Q1 		– Sell
-2,975
Closed -$70K – 637
2021
Q4 		$70K Sell
2,975
-278
-9% -$5.96K 0.03% 355
2021
Q3 		$65K Buy
+3,253
New +$66.7K 0.03% 366
2020
Q1 		– Sell
-1,200
Closed -$25K – 419
2019
Q4 		$25K Buy
+1,200
New +$24.3K 0.02% 361

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

Total Clarity Wealth Management's MPT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 700 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in MPT in Q4 2019 and held it in 4 quarters. The position peaked at $70K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 700 Medical Properties Trust shares in Q3 2022, an estimated $11K.
  • Total Clarity Wealth Management first reported a position in Medical Properties Trust in Q4 2019 and held it in 4 quarters.
  • Total Clarity Wealth Management's Medical Properties Trust position peaked at $70K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.