Bogart Wealth LLC’s Medifast MED Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-100	Closed	-$11K	–	1139
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	524
2022 Q2	$18K	Buy	+100	New	+$17.9K	﹤0.01%	433

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 $3.38T AUM 44.17% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bogart Wealth LLC's MED Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Medifast (MED) in Q4 2022, closing a stake of 100 shares — an estimated $11K sold.

Bogart Wealth LLC first reported a position in MED in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 277 funds tracked by Wall St. Rank hold MED as of Q4 2022.

Bogart Wealth LLC reported no remaining Medifast position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 100 Medifast shares in Q4 2022, an estimated $11K.
Bogart Wealth LLC first reported a position in Medifast in Q2 2022 and held it in 2 quarters.
Bogart Wealth LLC's Medifast position peaked at $18K in Q2 2022.
277 funds tracked by Wall St. Rank held Medifast as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.