SkyOak Wealth’s Medifast MED Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-2,243	Closed	-$233K	–	258
2023 Q1	$233K	Buy	+2,243	New	+$249K	0.07%	201
2021 Q3	–	Sell	-849	Closed	-$240K	–	247
2021 Q2	$240K	Buy	+849	New	+$230K	0.06%	198

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 $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SkyOak Wealth's MED Position: Q2 2023 in Review

SkyOak Wealth sold out of Medifast (MED) in Q2 2023, closing a stake of 2,243 shares — an estimated $233K sold.

SkyOak Wealth first reported a position in MED in Q2 2021 and held it in 2 quarters. The position peaked at $240K in Q2 2021. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

SkyOak Wealth reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 2,243 Medifast shares in Q2 2023, an estimated $233K.
SkyOak Wealth first reported a position in Medifast in Q2 2021 and held it in 2 quarters.
SkyOak Wealth's Medifast position peaked at $240K in Q2 2021.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.