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B. Riley Wealth Advisors’s Medifast MED Stock Holding History

B. Riley 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
2020
Q4 		– Sell
-13,845
Closed -$2.28M – 1068
2020
Q3 		$2.28M Sell
13,845
-17
-0.1% -$2.8K 0.12% 181
2020
Q2 		$1.92M Sell
13,862
-137
-1% -$12.6K 0.13% 169
2020
Q1 		$875K Buy
+13,999
New +$1.27M 0.07% 259

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

B. Riley Wealth Advisors's MED Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of Medifast (MED) in Q4 2020, closing a stake of 13,845 shares — an estimated $2.28M sold.

B. Riley Wealth Advisors first reported a position in MED in Q1 2020 and held it in 3 quarters. The position peaked at $2.28M in Q3 2020. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining Medifast position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,845 Medifast shares in Q4 2020, an estimated $2.28M.
  • B. Riley Wealth Advisors first reported a position in Medifast in Q1 2020 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Medifast position peaked at $2.28M in Q3 2020.
  • 261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.