IWS
MED icon

Insight Wealth Strategies’s Medifast MED Stock Holding History

Insight Wealth Strategies’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
2023
Q1 		– Sell
-1,867
Closed -$215K – 140
2022
Q4 		$215K Buy
1,867
+162
+10% +$18.9K 0.04% 132
2022
Q3 		$308K Hold
1,705
– – 0.06% 122
2022
Q2 		$308K Sell
1,705
-29
-2% -$5.19K 0.06% 122
2022
Q1 		$296K Buy
1,734
+96
+6% +$18.1K 0.04% 138
2021
Q4 		$343K Buy
1,638
+177
+12% +$36.6K 0.05% 133
2021
Q3 		$281K Buy
1,461
+66
+5% +$16.2K 0.04% 166
2021
Q2 		$395K Buy
+1,395
New +$378K 0.06% 147

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Insight Wealth Strategies's MED Position: Q1 2023 in Review

Insight Wealth Strategies sold out of Medifast (MED) in Q1 2023, closing a stake of 1,867 shares — an estimated $215K sold.

Insight Wealth Strategies first reported a position in MED in Q2 2021 and held it in 7 quarters. The position peaked at $395K in Q2 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

  • Insight Wealth Strategies reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,867 Medifast shares in Q1 2023, an estimated $215K.
  • Insight Wealth Strategies first reported a position in Medifast in Q2 2021 and held it in 7 quarters.
  • Insight Wealth Strategies's Medifast position peaked at $395K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Insight Wealth Strategies's 13F filing for Q1 2023, filed 6 Apr 2023.