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Steward Partners Investment Advisory’s Medifast MED Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-331
Closed -$22.3K – 3632
2023
Q4 		$22.3K Buy
331
+89
+37% +$6.2K ﹤0.01% 2350
2023
Q3 		$18.1K Buy
242
+58
+32% +$5.15K ﹤0.01% 2358
2023
Q2 		$17K Sell
184
-107
-37% -$9.53K ﹤0.01% 2366
2023
Q1 		$30.2K Sell
291
-1,385
-83% -$153K ﹤0.01% 2078
2022
Q4 		$193K Sell
1,676
-186
-10% -$21.7K ﹤0.01% 1253
2022
Q3 		$202K Sell
1,862
-54
-3% -$7.74K ﹤0.01% 1198
2022
Q2 		$346K Sell
1,916
-19
-1% -$3.4K 0.01% 978
2022
Q1 		$330K Buy
1,935
+557
+40% +$105K 0.01% 1086
2021
Q4 		$289K Buy
1,378
+177
+15% +$36.6K ﹤0.01% 1155
2021
Q3 		$231K Buy
1,201
+146
+14% +$35.9K ﹤0.01% 1216
2021
Q2 		$299K Buy
+1,055
New +$286K 0.01% 1190
2019
Q3 		– Sell
-35
Closed -$4K – 2702
2019
Q2 		$4K Buy
+35
New +$4.86K ﹤0.01% 2285
2018
Q4 		– Sell
-70
Closed -$16K – 1577
2018
Q3 		$16K Hold
70
– – ﹤0.01% 1657
2018
Q2 		$11K Buy
70
+1
+1% +$128 ﹤0.01% 1701
2018
Q1 		$6K Hold
69
– – ﹤0.01% 1732
2017
Q4 		$4K Buy
69
+1
+1% +$66 ﹤0.01% 1567
2017
Q3 		$4K Hold
68
– – ﹤0.01% 1357
2017
Q2 		$2K Hold
68
– – ﹤0.01% 1430
2017
Q1 		$3K Buy
+68
New +$2.93K ﹤0.01% 1244

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Partners Investment Advisory's MED Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Medifast (MED) in Q1 2024, closing a stake of 331 shares — an estimated $22.3K sold.

Steward Partners Investment Advisory first reported a position in MED in Q1 2017 and held it in 19 quarters. The position peaked at $346K in Q2 2022. 186 funds tracked by Wall St. Rank hold MED as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Medifast position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 331 Medifast shares in Q1 2024, an estimated $22.3K.
  • Steward Partners Investment Advisory first reported a position in Medifast in Q1 2017 and held it in 19 quarters.
  • Steward Partners Investment Advisory's Medifast position peaked at $346K in Q2 2022.
  • 186 funds tracked by Wall St. Rank held Medifast as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.