AWM
MED icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

AE Wealth Management's MED Position: Q4 2024 in Review

AE Wealth Management sold out of Medifast (MED) in Q4 2024, closing a stake of 27,993 shares — an estimated $536K sold.

AE Wealth Management first reported a position in MED in Q2 2019 and held it in 4 quarters. The position peaked at $536K in Q3 2024. 129 funds tracked by Wall St. Rank hold MED as of Q4 2024.

  • AE Wealth Management reported no remaining Medifast position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 27,993 Medifast shares in Q4 2024, an estimated $536K.
  • AE Wealth Management first reported a position in Medifast in Q2 2019 and held it in 4 quarters.
  • AE Wealth Management's Medifast position peaked at $536K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Medifast as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.