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Beacon Harbor Wealth Advisors’s Medifast MED Stock Holding History

Beacon Harbor 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
-20,231
Closed -$3.33M – 75
2020
Q3 		$3.33M Buy
+20,231
New +$3.33M 1.62% 22

Other funds holding MED

BlackRock
BlackRock New York $5.72T 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Beacon Harbor Wealth Advisors's MED Position: Q4 2020 in Review

Beacon Harbor Wealth Advisors sold out of Medifast (MED) in Q4 2020, closing a stake of 20,231 shares — an estimated $3.33M sold.

Beacon Harbor Wealth Advisors first reported a position in MED in Q3 2020 and held it in 1 quarter. The position peaked at $3.33M in Q3 2020. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Medifast position as of Q4 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 20,231 Medifast shares in Q4 2020, an estimated $3.33M.
  • Beacon Harbor Wealth Advisors first reported a position in Medifast in Q3 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Medifast position peaked at $3.33M in Q3 2020.
  • 261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.