TWP
MPT

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

Triad 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
2024
Q3 		– Sell
-50
Closed -$215 – 580
2024
Q2 		$215 Buy
+50
New +$240 ﹤0.01% 940

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Triad Wealth Partners's MPT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 50 shares — an estimated $215 sold.

Triad Wealth Partners first reported a position in MPT in Q2 2024 and held it in 1 quarter. The position peaked at $215 in Q2 2024. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 50 Medical Properties Trust shares in Q3 2024, an estimated $215.
  • Triad Wealth Partners first reported a position in Medical Properties Trust in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Medical Properties Trust position peaked at $215 in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.