Lowe Wealth Advisors’s Medifast MED Stock Holding History

Lowe Wealth 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
2024 Q4	–	Sell	-30	Closed	-$574	–	369
2024 Q3	$574	Hold	30	–	–	﹤0.01%	298
2024 Q2	$655	Hold	30	–	–	﹤0.01%	294
2024 Q1	$1.15K	Hold	30	–	–	﹤0.01%	278
2023 Q4	$2.02K	Hold	30	–	–	﹤0.01%	273
2023 Q3	$2.25K	Hold	30	–	–	﹤0.01%	263
2023 Q2	$2.77K	Hold	30	–	–	﹤0.01%	294
2023 Q1	$3.11K	Hold	30	–	–	﹤0.01%	280
2022 Q4	$3.46K	Hold	30	–	–	﹤0.01%	277
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	279
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	235
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	242
2021 Q4	$6K	Hold	30	–	–	﹤0.01%	219
2021 Q3	$6K	Hold	30	–	–	﹤0.01%	213
2021 Q2	$8K	Hold	30	–	–	﹤0.01%	196
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	199
2020 Q4	$6K	Hold	30	–	–	﹤0.01%	195
2020 Q3	$5K	Hold	30	–	–	﹤0.01%	192
2020 Q2	$4K	Hold	30	–	–	﹤0.01%	198
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	238
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	224
2019 Q3	$3K	Buy	30 +15	+100%	+$1.61K	﹤0.01%	216
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	255
2019 Q1	$1K	Buy	+15	New	+$1.9K	﹤0.01%	253

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lowe Wealth Advisors's MED Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of Medifast (MED) in Q4 2024, closing a stake of 30 shares — an estimated $574 sold.

Lowe Wealth Advisors first reported a position in MED in Q1 2019 and held it in 23 quarters. The position peaked at $8K in Q2 2021. 129 funds tracked by Wall St. Rank hold MED as of Q4 2024.

Lowe Wealth Advisors reported no remaining Medifast position as of Q4 2024 after selling out during the quarter.
Lowe Wealth Advisors sold 30 Medifast shares in Q4 2024, an estimated $574.
Lowe Wealth Advisors first reported a position in Medifast in Q1 2019 and held it in 23 quarters.
Lowe Wealth Advisors's Medifast position peaked at $8K in Q2 2021.
129 funds tracked by Wall St. Rank held Medifast as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.