USCWA
MPT

U.S. Capital Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

U.S. Capital Wealth Advisors’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
-10,000
Closed -$43.1K – 715
2024
Q2 		$43.1K Sell
10,000
-5,400
-35% -$25.9K ﹤0.01% 660
2024
Q1 		$72.4K Sell
15,400
-228,200
-94% -$874K ﹤0.01% 667
2023
Q4 		$1.2M Sell
243,600
-193,010
-44% -$945K 0.05% 307
2023
Q3 		$2.38M Buy
436,610
+137,925
+46% +$1.1M 0.11% 174
2023
Q2 		$2.77M Sell
298,685
-49,211
-14% -$416K 0.13% 161
2023
Q1 		$2.86M Buy
347,896
+263,226
+311% +$2.91M 0.13% 148
2022
Q4 		$943K Sell
84,670
-83,971
-50% -$976K 0.04% 338
2022
Q3 		$2M Sell
168,641
-1,050
-0.6% -$15.9K 0.1% 186
2022
Q2 		$2.59M Sell
169,691
-750
-0.4% -$13.5K 0.11% 176
2022
Q1 		$3.6M Buy
170,441
+13,167
+8% +$284K 0.13% 167
2021
Q4 		$3.72M Sell
157,274
-43,958
-22% -$942K 0.15% 158
2021
Q3 		$4.1M Buy
+201,232
New +$4.12M 0.18% 133

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

U.S. Capital Wealth Advisors's MPT Position: Q3 2024 in Review

U.S. Capital Wealth Advisors sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 10,000 shares — an estimated $43.1K sold.

U.S. Capital Wealth Advisors first reported a position in MPT in Q3 2021 and held it in 12 quarters. The position peaked at $4.1M in Q3 2021. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • U.S. Capital Wealth Advisors reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 10,000 Medical Properties Trust shares in Q3 2024, an estimated $43.1K.
  • U.S. Capital Wealth Advisors first reported a position in Medical Properties Trust in Q3 2021 and held it in 12 quarters.
  • U.S. Capital Wealth Advisors's Medical Properties Trust position peaked at $4.1M in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.