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Money Concepts Capital’s Medifast MED Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-105
Closed -$12.1K – 1913
2022
Q4 		$12.1K Hold
105
– – ﹤0.01% 1922
2022
Q3 		$11K Hold
105
– – ﹤0.01% 1034
2022
Q2 		$19K Sell
105
-30
-22% -$5.37K ﹤0.01% 905
2022
Q1 		$23K Sell
135
-995
-88% -$188K ﹤0.01% 1559
2021
Q4 		$237K Buy
+1,130
New +$234K 0.02% 453
2021
Q1 		$235K Buy
+1,110
New +$266K 0.02% 447

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Money Concepts Capital's MED Position: Q1 2023 in Review

Money Concepts Capital sold out of Medifast (MED) in Q1 2023, closing a stake of 105 shares — an estimated $12.1K sold.

Money Concepts Capital first reported a position in MED in Q1 2021 and held it in 6 quarters. The position peaked at $237K in Q4 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

  • Money Concepts Capital reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 105 Medifast shares in Q1 2023, an estimated $12.1K.
  • Money Concepts Capital first reported a position in Medifast in Q1 2021 and held it in 6 quarters.
  • Money Concepts Capital's Medifast position peaked at $237K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.