CWA
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Carolina Wealth Advisors’s Medifast MED Stock Holding History

Carolina 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
2022
Q3 		– Sell
-1,508
Closed -$272K – 287
2022
Q2 		$272K Sell
1,508
-154
-9% -$27.6K 0.18% 65
2022
Q1 		$284K Buy
1,662
+288
+21% +$54.3K 0.18% 57
2021
Q4 		$288K Buy
1,374
+1,029
+298% +$213K 0.16% 47
2021
Q3 		$66K Buy
+345
New +$84.8K 0.04% 122
2020
Q1 		– Sell
-517
Closed -$57K – 193
2019
Q4 		$57K Buy
+517
New +$50K 0.05% 64

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return