BWA
MED icon

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 $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return