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Harvest Group Wealth Management’s Medifast MED Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-3
Closed -$1K – 425
2020
Q4 		$1K Hold
3
– – ﹤0.01% 504
2020
Q3 		$0 Hold
3
– – ﹤0.01% 722
2020
Q2 		$0 Hold
3
– – ﹤0.01% 699
2020
Q1 		$0 Sell
3
-19
-86% -$1.73K ﹤0.01% 783
2019
Q4 		$2K Hold
22
– – ﹤0.01% 635
2019
Q3 		$2K Hold
22
– – ﹤0.01% 723
2019
Q2 		$2K Hold
22
– – ﹤0.01% 564
2019
Q1 		$3K Buy
+22
New +$2.79K ﹤0.01% 514

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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's MED Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Medifast (MED) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MED in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q1 2019. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Medifast shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Medifast in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Medifast position peaked at $3K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.