NFSG
MED icon

Newbridge Financial Services Group’s Medifast MED Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-600
Closed -$126K – 1507
2021
Q4 		$126K Sell
600
-89
-13% -$18.4K 0.06% 264
2021
Q3 		$133K Sell
689
-98
-12% -$24.1K 0.08% 229
2021
Q2 		$223K Hold
787
– – 0.14% 162
2021
Q1 		$167K Hold
787
– – 0.12% 183
2020
Q4 		$155K Hold
787
– – 0.13% 167
2020
Q3 		$129K Buy
+787
New +$130K 0.13% 164

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Newbridge Financial Services Group's MED Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of Medifast (MED) in Q1 2022, closing a stake of 600 shares — an estimated $126K sold.

Newbridge Financial Services Group first reported a position in MED in Q3 2020 and held it in 6 quarters. The position peaked at $223K in Q2 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 600 Medifast shares in Q1 2022, an estimated $126K.
  • Newbridge Financial Services Group first reported a position in Medifast in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's Medifast position peaked at $223K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.