JFS Wealth Advisors’s Medifast MED Stock Holding History

JFS Wealth Advisors’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 Q3	–	Sell	-2	Closed	-$185	–	1989
2023 Q2	$185	Sell	2 -1	-33%	-$89	﹤0.01%	1883
2023 Q1	$312	Sell	3 -2	-40%	-$222	﹤0.01%	1777
2022 Q4	$577	Buy	5 +3	+150%	+$349	﹤0.01%	1717
2022 Q3	$0	Sell	2 -4	-67%	-$573	﹤0.01%	1848
2022 Q2	$1K	Buy	6 +3	+100%	+$537	﹤0.01%	1581
2022 Q1	$1K	Buy	3 +1	+50%	+$189	﹤0.01%	1680
2021 Q4	$0	Buy	+2	New	+$413	﹤0.01%	1816

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's MED Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Medifast (MED) in Q3 2023, closing a stake of 2 shares — an estimated $185 sold.

JFS Wealth Advisors first reported a position in MED in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 223 funds tracked by Wall St. Rank hold MED as of Q3 2023.

JFS Wealth Advisors reported no remaining Medifast position as of Q3 2023 after selling out during the quarter.
JFS Wealth Advisors sold 2 Medifast shares in Q3 2023, an estimated $185.
JFS Wealth Advisors first reported a position in Medifast in Q4 2021 and held it in 7 quarters.
JFS Wealth Advisors's Medifast position peaked at $1K in Q2 2022.
223 funds tracked by Wall St. Rank held Medifast as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.