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	–	1142
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 $5.7T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return