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BDO Wealth Advisors’s Medifast MED Stock Holding History

BDO 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
2022
Q2 		– Sell
-35
Closed -$6K – 1087
2022
Q1 		$6K Sell
35
-10
-22% -$1.89K ﹤0.01% 798
2021
Q4 		$9K Hold
45
– – ﹤0.01% 742
2021
Q3 		$9K Hold
45
– – ﹤0.01% 745
2021
Q2 		$13K Hold
45
– – ﹤0.01% 710
2021
Q1 		$10K Buy
45
+20
+80% +$4.79K ﹤0.01% 731
2020
Q4 		$5K Buy
+25
New +$4.42K ﹤0.01% 641

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BDO Wealth Advisors's MED Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Medifast (MED) in Q2 2022, closing a stake of 35 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in MED in Q4 2020 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 284 funds tracked by Wall St. Rank hold MED as of Q2 2022.

  • BDO Wealth Advisors reported no remaining Medifast position as of Q2 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 35 Medifast shares in Q2 2022, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Medifast in Q4 2020 and held it in 6 quarters.
  • BDO Wealth Advisors's Medifast position peaked at $13K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Medifast as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.