Capital Performance Advisors’s Medifast MED Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-432	Closed	-$8.27K	–	1641
2024 Q3	$8.27K	Buy	+432	New	+$8.32K	﹤0.01%	914

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Performance Advisors's MED Position: Q4 2024 in Review

Capital Performance Advisors sold out of Medifast (MED) in Q4 2024, closing a stake of 432 shares — an estimated $8.27K sold.

Capital Performance Advisors first reported a position in MED in Q3 2024 and held it in 1 quarter. The position peaked at $8.27K in Q3 2024. 129 funds tracked by Wall St. Rank hold MED as of Q4 2024.

Capital Performance Advisors reported no remaining Medifast position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 432 Medifast shares in Q4 2024, an estimated $8.27K.
Capital Performance Advisors first reported a position in Medifast in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Medifast position peaked at $8.27K in Q3 2024.
129 funds tracked by Wall St. Rank held Medifast as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.