AWM
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Avondale Wealth Management’s Medifast MED Stock Holding History

Avondale Wealth Management’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
Q2 		– Sell
-10
Closed -$2K – 129
2022
Q1 		$2K Buy
+10
New +$1.89K ﹤0.01% 118

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Avondale Wealth Management's MED Position: Q2 2022 in Review

Avondale Wealth Management sold out of Medifast (MED) in Q2 2022, closing a stake of 10 shares — an estimated $2K sold.

Avondale Wealth Management first reported a position in MED in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 284 funds tracked by Wall St. Rank hold MED as of Q2 2022.

  • Avondale Wealth Management reported no remaining Medifast position as of Q2 2022 after selling out during the quarter.
  • Avondale Wealth Management sold 10 Medifast shares in Q2 2022, an estimated $2K.
  • Avondale Wealth Management first reported a position in Medifast in Q1 2022 and held it in 1 quarter.
  • Avondale Wealth Management's Medifast position peaked at $2K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Medifast as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.