Curi Wealth Management’s Medifast MED Stock Holding History

Curi Wealth Management’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	-27	Closed	-$5K	–	495
2022 Q2	$5K	Buy	+27	New	+$4.83K	﹤0.01%	456

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 $3.38T AUM 44.17% 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

Curi Wealth Management's MED Position: Q3 2022 in Review

Curi Wealth Management sold out of Medifast (MED) in Q3 2022, closing a stake of 27 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in MED in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Curi Wealth Management reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 27 Medifast shares in Q3 2022, an estimated $5K.
Curi Wealth Management first reported a position in Medifast in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Medifast position peaked at $5K in Q2 2022.
263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.