Arete Wealth Advisors’s Medifast MED Stock Holding History

Arete Wealth 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
2023 Q4	–	Sell	-4,665	Closed	-$349K	–	764
2023 Q3	$349K	Buy	+4,665	New	+$414K	0.06%	314

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arete Wealth Advisors's MED Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Medifast (MED) in Q4 2023, closing a stake of 4,665 shares — an estimated $349K sold.

Arete Wealth Advisors first reported a position in MED in Q3 2023 and held it in 1 quarter. The position peaked at $349K in Q3 2023. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

Arete Wealth Advisors reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 4,665 Medifast shares in Q4 2023, an estimated $349K.
Arete Wealth Advisors first reported a position in Medifast in Q3 2023 and held it in 1 quarter.
Arete Wealth Advisors's Medifast position peaked at $349K in Q3 2023.
216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.