PSI Advisors’s Medifast MED Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-45	Closed	-$607	–	446
2025 Q1	$607	Hold	45	–	–	﹤0.01%	674
2024 Q4	$793	Hold	45	–	–	﹤0.01%	794
2024 Q3	$861	Hold	45	–	–	﹤0.01%	789
2024 Q2	$982	Hold	45	–	–	﹤0.01%	760
2024 Q1	$1.72K	Sell	45 -9	-17%	-$436	﹤0.01%	670
2023 Q4	$3.63K	Hold	54	–	–	﹤0.01%	665
2023 Q3	$4.04K	Hold	54	–	–	﹤0.01%	619
2023 Q2	$4.98K	Buy	54 +9	+20%	+$801	﹤0.01%	588
2023 Q1	$4.67K	Hold	45	–	–	﹤0.01%	542
2022 Q4	$5.19K	Hold	45	–	–	﹤0.01%	507
2022 Q3	$5K	Sell	45 -45	-50%	-$6.45K	﹤0.01%	526
2022 Q2	$16K	Hold	90	–	–	0.01%	384
2022 Q1	$15K	Hold	90	–	–	0.01%	407
2021 Q4	$19K	Hold	90	–	–	0.01%	404
2021 Q3	$17K	Buy	+90	New	+$22.1K	0.01%	411
2020 Q1	–	Sell	-90	Closed	-$9K	–	392
2019 Q4	$9K	Buy	+90	New	+$8.71K	0.01%	481

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

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