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	–	265
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	–	192
2019 Q4	$57K	Buy	+517	New	+$50K	0.05%	64

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Carolina Wealth Advisors's MED Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of Medifast (MED) in Q3 2022, closing a stake of 1,508 shares — an estimated $272K sold.

Carolina Wealth Advisors first reported a position in MED in Q4 2019 and held it in 5 quarters. The position peaked at $288K in Q4 2021. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Carolina Wealth Advisors reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 1,508 Medifast shares in Q3 2022, an estimated $272K.
Carolina Wealth Advisors first reported a position in Medifast in Q4 2019 and held it in 5 quarters.
Carolina Wealth Advisors's Medifast position peaked at $288K in Q4 2021.
263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.