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Aptus Capital Advisors’s Medifast MED Stock Holding History

Aptus Capital Advisors’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
2022
Q1 		– Sell
-8,040
Closed -$1.68M – 712
2021
Q4 		$1.68M Buy
+8,040
New +$1.66M 0.05% 222
2021
Q1 		– Sell
-4,159
Closed -$817K – 543
2020
Q4 		$817K Buy
+4,159
New +$735K 0.04% 194

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aptus Capital Advisors's MED Position: Q1 2022 in Review

Aptus Capital Advisors sold out of Medifast (MED) in Q1 2022, closing a stake of 8,040 shares — an estimated $1.68M sold.

Aptus Capital Advisors first reported a position in MED in Q4 2020 and held it in 2 quarters. The position peaked at $1.68M in Q4 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Aptus Capital Advisors reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 8,040 Medifast shares in Q1 2022, an estimated $1.68M.
  • Aptus Capital Advisors first reported a position in Medifast in Q4 2020 and held it in 2 quarters.
  • Aptus Capital Advisors's Medifast position peaked at $1.68M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Aptus Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.