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GW Henssler & Associates’s Medifast MED Stock Holding History

GW Henssler & Associates’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
2021
Q2 		– Sell
-1,086
Closed -$230K – 248
2021
Q1 		$230K Hold
1,086
– – 0.02% 209
2020
Q4 		$213K Sell
1,086
-893
-45% -$158K 0.02% 216
2020
Q3 		$325K Buy
1,979
+80
+4% +$13.2K 0.03% 145
2020
Q2 		$264K Buy
+1,899
New +$174K 0.02% 143

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

GW Henssler & Associates's MED Position: Q2 2021 in Review

GW Henssler & Associates sold out of Medifast (MED) in Q2 2021, closing a stake of 1,086 shares — an estimated $230K sold.

GW Henssler & Associates first reported a position in MED in Q2 2020 and held it in 4 quarters. The position peaked at $325K in Q3 2020. 301 funds tracked by Wall St. Rank hold MED as of Q2 2021.

  • GW Henssler & Associates reported no remaining Medifast position as of Q2 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 1,086 Medifast shares in Q2 2021, an estimated $230K.
  • GW Henssler & Associates first reported a position in Medifast in Q2 2020 and held it in 4 quarters.
  • GW Henssler & Associates's Medifast position peaked at $325K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Medifast as of Q2 2021.

Based on GW Henssler & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.