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Sowell Financial Services’s Medifast MED Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-21
Closed -$6K – 1836
2021
Q1 		$6K Buy
21
+19
+950% +$4.55K ﹤0.01% 2535
2020
Q4 		$0 Sell
2
-22
-92% -$3.89K ﹤0.01% 2794
2020
Q3 		$4K Sell
24
-1
-4% -$165 ﹤0.01% 2058
2020
Q2 		$3K Buy
25
+21
+525% +$1.93K ﹤0.01% 2054
2020
Q1 		$0 Sell
4
-1
-20% -$91 ﹤0.01% 2590
2019
Q4 		$1K Hold
5
– – ﹤0.01% 2373
2019
Q3 		$1K Buy
+5
New +$537 ﹤0.01% 2267

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sowell Financial Services's MED Position: Q2 2021 in Review

Sowell Financial Services sold out of Medifast (MED) in Q2 2021, closing a stake of 21 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in MED in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q1 2021. 301 funds tracked by Wall St. Rank hold MED as of Q2 2021.

  • Sowell Financial Services reported no remaining Medifast position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 21 Medifast shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Medifast in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Medifast position peaked at $6K in Q1 2021.
  • 301 funds tracked by Wall St. Rank held Medifast as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.