VFA
MPT

Valeo Financial Advisors’s Medical Properties Trust MPT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-6,000
Closed -$128K – 1299
2021
Q1 		$128K Sell
6,000
-100
-2% -$2.15K 0.01% 549
2020
Q4 		$133K Buy
6,100
+100
+2% +$1.95K 0.01% 502
2020
Q3 		$106K Sell
6,000
-9
-0.1% -$167 0.01% 464
2020
Q2 		$113K Buy
+6,009
New +$106K 0.01% 470
2020
Q1 		– Sell
-4,510
Closed -$94.3K – 1867
2019
Q4 		$95K Buy
4,510
+55
+1% +$1.11K 0.01% 472
2019
Q3 		$87K Buy
4,455
+55
+1% +$1.01K 0.01% 465
2019
Q2 		$77K Buy
4,400
+4,100
+1,367% +$73.8K 0.01% 487
2019
Q1 		$6K Sell
300
-4,000
-93% -$71.3K ﹤0.01% 1103
2018
Q4 		$69K Sell
4,300
-4,600
-52% -$72.8K 0.01% 445
2018
Q3 		$132K Hold
8,900
– – 0.02% 348
2018
Q2 		$128K Sell
8,900
-3,700
-29% -$49K 0.02% 360
2018
Q1 		$164K Sell
12,600
-678
-5% -$8.68K 0.03% 275
2017
Q4 		$183K Sell
13,278
-2,684
-17% -$36.3K 0.03% 249
2017
Q3 		$210K Buy
+15,962
New +$206K 0.05% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's MPT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Medical Properties Trust (MPT) in Q2 2021, closing a stake of 6,000 shares — an estimated $128K sold.

Valeo Financial Advisors first reported a position in MPT in Q3 2017 and held it in 14 quarters. The position peaked at $210K in Q3 2017. 557 funds tracked by Wall St. Rank hold MPT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Medical Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,000 Medical Properties Trust shares in Q2 2021, an estimated $128K.
  • Valeo Financial Advisors first reported a position in Medical Properties Trust in Q3 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Medical Properties Trust position peaked at $210K in Q3 2017.
  • 557 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.