IFG
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Independent Financial Group’s Medifast MED Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-2,135
Closed -$411K – 811
2021
Q3 		$411K Buy
2,135
+95
+5% +$23.4K 0.04% 419
2021
Q2 		$577K Buy
2,040
+237
+13% +$64.2K 0.06% 328
2021
Q1 		$382K Buy
+1,803
New +$431K 0.05% 391

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Financial Group's MED Position: Q4 2021 in Review

Independent Financial Group sold out of Medifast (MED) in Q4 2021, closing a stake of 2,135 shares — an estimated $411K sold.

Independent Financial Group first reported a position in MED in Q1 2021 and held it in 3 quarters. The position peaked at $577K in Q2 2021. 297 funds tracked by Wall St. Rank hold MED as of Q4 2021.

  • Independent Financial Group reported no remaining Medifast position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,135 Medifast shares in Q4 2021, an estimated $411K.
  • Independent Financial Group first reported a position in Medifast in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Medifast position peaked at $577K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Medifast as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.