Avantax Advisory Services’s Medifast MED Stock Holding History

Avantax Advisory Services’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 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	–	1061
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

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Advisory Services's MED Position: Q3 2022 in Review

Avantax Advisory Services sold out of Medifast (MED) in Q3 2022, closing a stake of 1,445 shares — an estimated $261K sold.

Avantax Advisory Services first reported a position in MED in Q3 2019 and held it in 7 quarters. The position peaked at $815K in Q3 2020. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Avantax Advisory Services reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 1,445 Medifast shares in Q3 2022, an estimated $261K.
Avantax Advisory Services first reported a position in Medifast in Q3 2019 and held it in 7 quarters.
Avantax Advisory Services's Medifast position peaked at $815K in Q3 2020.
263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.