Evoke Wealth’s Medifast MED Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-236	Closed	-$26.1K	–	1266
2019 Q4	$26.1K	Buy	236 +31	+15%	+$3K	﹤0.01%	533
2019 Q3	$21.4K	Buy	+205	New	+$22K	﹤0.01%	639

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Evoke Wealth's MED Position: Q1 2020 in Review

Evoke Wealth sold out of Medifast (MED) in Q1 2020, closing a stake of 236 shares — an estimated $26.1K sold.

Evoke Wealth first reported a position in MED in Q3 2019 and held it in 2 quarters. The position peaked at $26.1K in Q4 2019. 201 funds tracked by Wall St. Rank hold MED as of Q1 2020.

Evoke Wealth reported no remaining Medifast position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 236 Medifast shares in Q1 2020, an estimated $26.1K.
Evoke Wealth first reported a position in Medifast in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Medifast position peaked at $26.1K in Q4 2019.
201 funds tracked by Wall St. Rank held Medifast as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.