LWANC
MED icon

Laurel Wealth Advisors (North Carolina)’s Medifast MED Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-8
Closed -$1K – 580
2022
Q2 		$1K Hold
8
– – ﹤0.01% 594
2022
Q1 		$1K Hold
8
– – ﹤0.01% 634
2021
Q4 		$2K Hold
8
– – ﹤0.01% 589
2021
Q3 		$2K Hold
8
– – ﹤0.01% 600
2021
Q2 		$2K Hold
8
– – ﹤0.01% 675
2021
Q1 		$2K Buy
+8
New +$1.91K ﹤0.01% 611

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MED Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Medifast (MED) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MED in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8 Medifast shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Medifast in Q1 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Medifast position peaked at $2K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.