KWM
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Kingsview Wealth Management’s Medifast MED Stock Holding History

Kingsview 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
2023
Q4 		– Sell
-6,972
Closed -$522K – 996
2023
Q3 		$522K Buy
+6,972
New +$619K 0.02% 607
2020
Q4 		– Sell
-5,421
Closed -$891K – 760
2020
Q3 		$891K Sell
5,421
-775
-13% -$128K 0.08% 249
2020
Q2 		$860K Buy
+6,196
New +$569K 0.09% 227

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kingsview Wealth Management's MED Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Medifast (MED) in Q4 2023, closing a stake of 6,972 shares — an estimated $522K sold.

Kingsview Wealth Management first reported a position in MED in Q2 2020 and held it in 3 quarters. The position peaked at $891K in Q3 2020. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,972 Medifast shares in Q4 2023, an estimated $522K.
  • Kingsview Wealth Management first reported a position in Medifast in Q2 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's Medifast position peaked at $891K in Q3 2020.
  • 216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.