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AAS
Avantax Advisory Services’s
Medifast
MED
Stock Holding History
Avantax Advisory Services’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
2022
Q3
–
Sell
-1,445
Closed
-$261K
–
1367
2022
Q2
$261K
Buy
+1,445
New
+$259K
﹤0.01%
1075
2021
Q1
–
Sell
-1,158
Closed
-$227K
–
1062
2020
Q4
$227K
Sell
1,158
-3,790
-77%
-$670K
0.01%
833
2020
Q3
$815K
Buy
4,948
+315
+7%
+$51.9K
0.01%
604
2020
Q2
$642K
Hold
4,633
–
–
0.02%
426
2020
Q1
$290K
Buy
4,633
+1,207
+35%
+$110K
0.01%
584
2019
Q4
$376K
Buy
3,426
+916
+36%
+$88.6K
0.01%
562
2019
Q3
$258K
Buy
+2,510
New
+$270K
0.01%
468
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
RHJA
Rice Hall James & Associates
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$1.8B AUM
36.16%
1-Year Est. Return
Principal Financial Group
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18.48%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
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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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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