AE Wealth Management’s Medifast MED Stock Holding History

AE Wealth Management’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
2024 Q4	–	Sell	-27,993	Closed	-$536K	–	2148
2024 Q3	$536K	Buy	+27,993	New	+$539K	﹤0.01%	869
2023 Q1	–	Sell	-2,116	Closed	-$244K	–	1954
2022 Q4	$244K	Sell	2,116 -6	-0.3%	-$699	﹤0.01%	1591
2022 Q3	$230K	Buy	+2,122	New	+$304K	﹤0.01%	1565
2019 Q3	–	Sell	-3,499	Closed	-$449K	–	1033
2019 Q2	$449K	Buy	+3,499	New	+$486K	0.01%	618

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return