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Bay Harbor Wealth Management’s Medifast MED Stock Holding History

Bay Harbor 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
2025
Q1 		– Sell
-70
Closed -$1.23K – 1154
2024
Q4 		$1.23K Buy
+70
New +$1.3K ﹤0.01% 165

Other funds holding MED

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bay Harbor Wealth Management's MED Position: Q1 2025 in Review

Bay Harbor Wealth Management sold out of Medifast (MED) in Q1 2025, closing a stake of 70 shares — an estimated $1.23K sold.

Bay Harbor Wealth Management first reported a position in MED in Q4 2024 and held it in 1 quarter. The position peaked at $1.23K in Q4 2024. 124 funds tracked by Wall St. Rank hold MED as of Q1 2025.

  • Bay Harbor Wealth Management reported no remaining Medifast position as of Q1 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 70 Medifast shares in Q1 2025, an estimated $1.23K.
  • Bay Harbor Wealth Management first reported a position in Medifast in Q4 2024 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Medifast position peaked at $1.23K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Medifast as of Q1 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.