CAAS
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Capital Asset Advisory Services’s Medifast MED Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-123
Closed -$24K – 1157
2020
Q4 		$24K Buy
+123
New +$21.7K ﹤0.01% 814

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State Street
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Principal Financial Group
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Geode Capital Management
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Northern Trust
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Capital Asset Advisory Services's MED Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Medifast (MED) in Q1 2021, closing a stake of 123 shares — an estimated $24K sold.

Capital Asset Advisory Services first reported a position in MED in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 123 Medifast shares in Q1 2021, an estimated $24K.
  • Capital Asset Advisory Services first reported a position in Medifast in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Medifast position peaked at $24K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.