Patriot Financial Group Insurance Agency’s Medifast MED Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-42	Closed	-$8K	–	1319
2022 Q2	$8K	Hold	42	–	–	﹤0.01%	1335
2022 Q1	$7K	Buy	42 +1	+2%	+$189	﹤0.01%	1502
2021 Q4	$9K	Hold	41	–	–	﹤0.01%	1535
2021 Q3	$8K	Hold	41	–	–	﹤0.01%	1563
2021 Q2	$12K	Hold	41	–	–	﹤0.01%	1371
2021 Q1	$9K	Hold	41	–	–	﹤0.01%	1385
2020 Q4	$8K	Buy	41 +1	+3%	+$177	﹤0.01%	1298
2020 Q3	$7K	Hold	40	–	–	﹤0.01%	1140
2020 Q2	$6K	Buy	+40	New	+$3.67K	﹤0.01%	1134
2019 Q1	–	Sell	-3	Closed	–	–	1279
2018 Q4	$0	Buy	+3	New	+$513	﹤0.01%	1067

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MED Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Medifast (MED) in Q3 2022, closing a stake of 42 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in MED in Q4 2018 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 264 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 42 Medifast shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Medifast in Q4 2018 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Medifast position peaked at $12K in Q2 2021.
264 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.