Spire Wealth Management
MED icon

Spire Wealth Management’s Medifast MED Stock Holding History

Spire Wealth Management’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
-104
Closed -$19K – 2441
2022
Q2 		$19K Hold
104
– – ﹤0.01% 1693
2022
Q1 		$18K Sell
104
-45
-30% -$8.48K ﹤0.01% 1852
2021
Q4 		$31K Buy
149
+25
+20% +$5.17K ﹤0.01% 1934
2021
Q3 		$24K Buy
+124
New +$30.5K ﹤0.01% 1781

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Spire Wealth Management's MED Position: Q3 2022 in Review

Spire Wealth Management sold out of Medifast (MED) in Q3 2022, closing a stake of 104 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in MED in Q3 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Spire Wealth Management reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 104 Medifast shares in Q3 2022, an estimated $19K.
  • Spire Wealth Management first reported a position in Medifast in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's Medifast position peaked at $31K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.