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Concourse Financial Group Securities’s Medifast MED Stock Holding History

Concourse Financial Group Securities’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
-32
Closed -$7.66K – 2386
2020
Q4 		$6K Hold
32
– – ﹤0.01% 1865
2020
Q3 		$5K Buy
+32
New +$5.27K ﹤0.01% 1794

Other funds holding MED

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concourse Financial Group Securities's MED Position: Q1 2021 in Review

Concourse Financial Group Securities sold out of Medifast (MED) in Q1 2021, closing a stake of 32 shares — an estimated $7.66K sold.

Concourse Financial Group Securities first reported a position in MED in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • Concourse Financial Group Securities reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32 Medifast shares in Q1 2021, an estimated $7.66K.
  • Concourse Financial Group Securities first reported a position in Medifast in Q3 2020 and held it in 2 quarters.
  • Concourse Financial Group Securities's Medifast position peaked at $6K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on Concourse Financial Group Securities's 13F filing for Q1 2021, filed 13 May 2021.