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Forum Financial Management’s Medifast MED Stock Holding History

Forum Financial 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
2023
Q2 		– Sell
-2,158
Closed -$224K – 670
2023
Q1 		$224K Buy
2,158
+52
+2% +$5.76K 0.01% 508
2022
Q4 		$243K Hold
2,106
– – 0.01% 468
2022
Q3 		$228K Sell
2,106
-113
-5% -$16.2K 0.01% 449
2022
Q2 		$401K Hold
2,219
– – 0.02% 277
2022
Q1 		$378K Buy
2,219
+56
+3% +$10.6K 0.02% 303
2021
Q4 		$453K Buy
+2,163
New +$447K 0.02% 276

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Forum Financial Management's MED Position: Q2 2023 in Review

Forum Financial Management sold out of Medifast (MED) in Q2 2023, closing a stake of 2,158 shares — an estimated $224K sold.

Forum Financial Management first reported a position in MED in Q4 2021 and held it in 6 quarters. The position peaked at $453K in Q4 2021. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

  • Forum Financial Management reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
  • Forum Financial Management sold 2,158 Medifast shares in Q2 2023, an estimated $224K.
  • Forum Financial Management first reported a position in Medifast in Q4 2021 and held it in 6 quarters.
  • Forum Financial Management's Medifast position peaked at $453K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on Forum Financial Management's 13F filing for Q2 2023, filed 26 Jul 2023.