MBM Wealth Consultants’s Medifast MED Stock Holding History

MBM Wealth Consultants’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 Q2	–	Sell	-494	Closed	-$45K	–	204
2023 Q1	$45K	Hold	494	–	–	0.02%	161
2022 Q4	$57K	Sell	494 -3,831	-89%	-$446K	0.03%	154
2022 Q3	$480K	Buy	4,325 +799	+23%	+$114K	0.23%	49
2022 Q2	$641K	Buy	3,526 +154	+5%	+$27.6K	0.31%	39
2022 Q1	$576K	Buy	3,372 +466	+16%	+$87.8K	0.24%	57
2021 Q4	$609K	Buy	2,906 +692	+31%	+$143K	0.25%	57
2021 Q3	$427K	Buy	2,214 +460	+26%	+$113K	0.19%	68
2021 Q2	$496K	Buy	1,754 +15	+0.9%	+$4.07K	0.23%	53
2021 Q1	$368K	Sell	1,739 -149	-8%	-$35.7K	0.19%	76
2020 Q4	$370K	Buy	1,888 +10	+0.5%	+$1.77K	0.2%	66
2020 Q3	$309K	Sell	1,878 -246	-12%	-$40.5K	0.2%	63
2020 Q2	$295K	Sell	2,124 -1,317	-38%	-$121K	0.21%	65
2020 Q1	$215K	Buy	3,441 +236	+7%	+$21.5K	0.18%	76
2019 Q4	$352K	Buy	3,205 +530	+20%	+$51.3K	0.26%	72
2019 Q3	$277K	Buy	2,675 +254	+10%	+$27.3K	0.22%	77
2019 Q2	$311K	Buy	+2,421	New	+$336K	0.26%	75

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

MBM Wealth Consultants's MED Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Medifast (MED) in Q2 2023, closing a stake of 494 shares — an estimated $45K sold.

MBM Wealth Consultants first reported a position in MED in Q2 2019 and held it in 16 quarters. The position peaked at $641K in Q2 2022. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

MBM Wealth Consultants reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 494 Medifast shares in Q2 2023, an estimated $45K.
MBM Wealth Consultants first reported a position in Medifast in Q2 2019 and held it in 16 quarters.
MBM Wealth Consultants's Medifast position peaked at $641K in Q2 2022.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.