PFO
MED icon

Pathstone Family Office’s Medifast MED Stock Holding History

Pathstone Family Office’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
-2,627
Closed -$221K – 1391
2022
Q4 		$221K Sell
2,627
-2,281
-46% -$266K ﹤0.01% 1350
2022
Q3 		$531K Buy
4,908
+660
+16% +$94.6K ﹤0.01% 1054
2022
Q2 		$767K Buy
4,248
+2,248
+112% +$402K 0.02% 418
2022
Q1 		$371K Buy
+2,000
New +$377K 0.01% 667
2019
Q3 		– Sell
-101
Closed -$13K – 682
2019
Q2 		$13K Sell
101
-238
-70% -$33.1K ﹤0.01% 491
2019
Q1 		$43K Hold
339
– – 0.01% 324
2018
Q4 		$43K Buy
+339
New +$58K 0.01% 199

Other funds holding MED

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return