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AdvisorShares Investments’s Medifast MED Stock Holding History

AdvisorShares Investments’s Portfolio MED Stock Details MED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,135
Closed -$289K – 269
2023
Q2 		$289K Sell
3,135
-70
-2% -$6.23K 0.08% 182
2023
Q1 		$332K Sell
3,205
-35
-1% -$3.88K 0.1% 165
2022
Q4 		$374K Sell
3,240
-630
-16% -$73.4K 0.11% 172
2022
Q3 		$419K Buy
+3,870
New +$555K 0.11% 151

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AdvisorShares Investments's MED Position: Q3 2023 in Review

AdvisorShares Investments sold out of Medifast (MED) in Q3 2023, closing a stake of 3,135 shares — an estimated $289K sold.

AdvisorShares Investments first reported a position in MED in Q3 2022 and held it in 4 quarters. The position peaked at $419K in Q3 2022. 223 funds tracked by Wall St. Rank hold MED as of Q3 2023.

  • AdvisorShares Investments reported no remaining Medifast position as of Q3 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 3,135 Medifast shares in Q3 2023, an estimated $289K.
  • AdvisorShares Investments first reported a position in Medifast in Q3 2022 and held it in 4 quarters.
  • AdvisorShares Investments's Medifast position peaked at $419K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Medifast as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.