LGT Financial Advisors’s Medifast MED Stock Holding History

LGT Financial 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 Q4	–	Sell	-29	Closed	-$2.17K	–	931
2023 Q3	$2.17K	Buy	+29	New	+$2.57K	﹤0.01%	829

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LGT Financial Advisors's MED Position: Q4 2023 in Review

LGT Financial Advisors sold out of Medifast (MED) in Q4 2023, closing a stake of 29 shares — an estimated $2.17K sold.

LGT Financial Advisors first reported a position in MED in Q3 2023 and held it in 1 quarter. The position peaked at $2.17K in Q3 2023. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

LGT Financial Advisors reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 29 Medifast shares in Q4 2023, an estimated $2.17K.
LGT Financial Advisors first reported a position in Medifast in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Medifast position peaked at $2.17K in Q3 2023.
216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.