Glassman Wealth Services’s Medifast MED Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-4	Closed	-$269	–	1138
2023 Q4	$269	Buy	4 +2	+100%	+$139	﹤0.01%	1842
2023 Q3	$150	Hold	2	–	–	﹤0.01%	1934
2023 Q2	$184	Sell	2 -2	-50%	-$178	﹤0.01%	1824
2023 Q1	$415	Buy	+4	New	+$443	﹤0.01%	1654
2022 Q4	–	Sell	-1	Closed	–	–	1997
2022 Q3	$0	Sell	1 -5	-83%	-$716	﹤0.01%	1863
2022 Q2	$1K	Buy	6 +2	+50%	+$358	﹤0.01%	1466
2022 Q1	$1K	Buy	+4	New	+$754	﹤0.01%	1446
2021 Q2	–	Sell	-1	Closed	–	–	1568
2021 Q1	$0	Buy	+1	New	+$239	﹤0.01%	1544
2020 Q1	–	Sell	-7	Closed	-$1K	–	1383
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	974
2019 Q3	$1K	Buy	7 +3	+75%	+$322	﹤0.01%	875
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	887
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	843
2018 Q4	$1K	Hold	4	–	–	﹤0.01%	657
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	708
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	685
2018 Q1	$0	Buy	+4	New	+$299	﹤0.01%	845

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Glassman Wealth Services's MED Position: Q1 2024 in Review

Glassman Wealth Services sold out of Medifast (MED) in Q1 2024, closing a stake of 4 shares — an estimated $269 sold.

Glassman Wealth Services first reported a position in MED in Q1 2018 and held it in 16 quarters. The position peaked at $1K in Q2 2022. 186 funds tracked by Wall St. Rank hold MED as of Q1 2024.

Glassman Wealth Services reported no remaining Medifast position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4 Medifast shares in Q1 2024, an estimated $269.
Glassman Wealth Services first reported a position in Medifast in Q1 2018 and held it in 16 quarters.
Glassman Wealth Services's Medifast position peaked at $1K in Q2 2022.
186 funds tracked by Wall St. Rank held Medifast as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.