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AssetMark Inc’s
Medifast
MED
Stock Holding History
AssetMark Inc’s Portfolio
MED Stock Details
MED Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-275
Closed
-$28.5K
–
1636
2023
Q1
$28.5K
Buy
275
+84
+44%
+$9.31K
﹤0.01%
1142
2022
Q4
$22K
Buy
191
+35
+22%
+$4.08K
﹤0.01%
1186
2022
Q3
$17K
Buy
156
+46
+42%
+$6.59K
﹤0.01%
1157
2022
Q2
$20K
Buy
110
+61
+124%
+$10.9K
﹤0.01%
1121
2022
Q1
$8K
Buy
+49
New
+$9.24K
﹤0.01%
1220
2019
Q3
–
Sell
-6
Closed
-$1K
–
1376
2019
Q2
$1K
Buy
6
+1
+20%
+$139
﹤0.01%
1249
2019
Q1
$1K
Sell
5
-15
-75%
-$1.9K
﹤0.01%
1259
2018
Q4
$3K
Sell
20
-12
-38%
-$2.05K
﹤0.01%
1169
2018
Q3
$7K
Sell
32
-5
-14%
-$1.01K
﹤0.01%
1108
2018
Q2
$6K
Sell
37
-2
-5%
-$256
﹤0.01%
1138
2018
Q1
$4K
Buy
39
+3
+8%
+$224
﹤0.01%
1185
2017
Q4
$3K
Buy
+36
New
+$2.39K
﹤0.01%
1353
2017
Q1
–
Sell
-3
Closed
–
–
1371
2016
Q4
$0
Buy
+3
New
+$121
﹤0.01%
1332
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Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
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1-Year Est. Return
Pacer Advisors
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$34.9B AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
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Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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