Belpointe Asset Management’s Medifast MED Stock Holding History

Belpointe 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 Q2	–	Sell	-462	Closed	-$47.9K	–	2209
2023 Q1	$47.9K	Buy	462 +36	+8%	+$3.99K	﹤0.01%	1724
2022 Q4	$49.1K	Buy	+426	New	+$49.6K	﹤0.01%	1625
2019 Q3	–	Sell	-1,000	Closed	-$128K	–	702
2019 Q2	$128K	Buy	+1,000	New	+$139K	0.03%	524

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Belpointe Asset Management's MED Position: Q2 2023 in Review

Belpointe Asset Management sold out of Medifast (MED) in Q2 2023, closing a stake of 462 shares — an estimated $47.9K sold.

Belpointe Asset Management first reported a position in MED in Q2 2019 and held it in 3 quarters. The position peaked at $128K in Q2 2019. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

Belpointe Asset Management reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 462 Medifast shares in Q2 2023, an estimated $47.9K.
Belpointe Asset Management first reported a position in Medifast in Q2 2019 and held it in 3 quarters.
Belpointe Asset Management's Medifast position peaked at $128K in Q2 2019.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.