KF
MED icon

Krilogy Financial’s Medifast MED Stock Holding History

Krilogy Financial’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
2022
Q1 		– Sell
-1,089
Closed -$228K – 320
2021
Q4 		$228K Sell
1,089
-145
-12% -$30K 0.02% 256
2021
Q3 		$238K Buy
1,234
+1
+0.1% +$246 0.02% 251
2021
Q2 		$349K Buy
1,233
+2
+0.2% +$542 0.03% 210
2021
Q1 		$261K Sell
1,231
-4
-0.3% -$957 0.03% 228
2020
Q4 		$243K Sell
1,235
-3
-0.2% -$530 0.03% 231
2020
Q3 		$204K Buy
+1,238
New +$204K 0.03% 229

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 $3.38T AUM 44.17% 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
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
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

Krilogy Financial's MED Position: Q1 2022 in Review

Krilogy Financial sold out of Medifast (MED) in Q1 2022, closing a stake of 1,089 shares — an estimated $228K sold.

Krilogy Financial first reported a position in MED in Q3 2020 and held it in 6 quarters. The position peaked at $349K in Q2 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Krilogy Financial reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Krilogy Financial sold 1,089 Medifast shares in Q1 2022, an estimated $228K.
  • Krilogy Financial first reported a position in Medifast in Q3 2020 and held it in 6 quarters.
  • Krilogy Financial's Medifast position peaked at $349K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Krilogy Financial's 13F filing for Q1 2022, filed 28 Apr 2022.