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Coppell Advisory Solutions’s Medifast MED Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-17
Closed -$303 – 1232
2024
Q4 		$303 Hold
17
– – ﹤0.01% 1801
2024
Q3 		$355 Hold
17
– – ﹤0.01% 1688
2024
Q2 		$371 Buy
+17
New +$453 ﹤0.01% 1608

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Coppell Advisory Solutions's MED Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Medifast (MED) in Q1 2025, closing a stake of 17 shares — an estimated $303 sold.

Coppell Advisory Solutions first reported a position in MED in Q2 2024 and held it in 3 quarters. The position peaked at $371 in Q2 2024. 124 funds tracked by Wall St. Rank hold MED as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Medifast position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 Medifast shares in Q1 2025, an estimated $303.
  • Coppell Advisory Solutions first reported a position in Medifast in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Medifast position peaked at $371 in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Medifast as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.