Baker Avenue Asset Management’s Medifast MED Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-9	Closed	-$674	–	1038
2023 Q3	$674	Sell	9 -4	-31%	-$355	﹤0.01%	1367
2023 Q2	$1.2K	Buy	13 +11	+550%	+$979	﹤0.01%	1122
2023 Q1	$207	Buy	+2	New	+$222	﹤0.01%	1608

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baker Avenue Asset Management's MED Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Medifast (MED) in Q4 2023, closing a stake of 9 shares — an estimated $674 sold.

Baker Avenue Asset Management first reported a position in MED in Q1 2023 and held it in 3 quarters. The position peaked at $1.2K in Q2 2023. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

Baker Avenue Asset Management reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 9 Medifast shares in Q4 2023, an estimated $674.
Baker Avenue Asset Management first reported a position in Medifast in Q1 2023 and held it in 3 quarters.
Baker Avenue Asset Management's Medifast position peaked at $1.2K in Q2 2023.
216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.