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Lake Point Wealth Management’s Medifast MED Stock Holding History

Lake Point 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
2022
Q2 		– Sell
-30
Closed -$5K – 480
2022
Q1 		$5K Hold
30
– – ﹤0.01% 243
2021
Q4 		$6K Buy
+30
New +$6.2K ﹤0.01% 243

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
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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lake Point Wealth Management's MED Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Medifast (MED) in Q2 2022, closing a stake of 30 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in MED in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 284 funds tracked by Wall St. Rank hold MED as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Medifast position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 30 Medifast shares in Q2 2022, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Medifast in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Medifast position peaked at $6K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Medifast as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.