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Stonebridge Financial Planning Group’s Medifast MED Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-15
Closed -$3K – 264
2021
Q4 		$3K Buy
+15
New +$3.1K ﹤0.01% 384

Other funds holding MED

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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
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
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Stonebridge Financial Planning Group's MED Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Medifast (MED) in Q1 2022, closing a stake of 15 shares — an estimated $3K sold.

Stonebridge Financial Planning Group first reported a position in MED in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 15 Medifast shares in Q1 2022, an estimated $3K.
  • Stonebridge Financial Planning Group first reported a position in Medifast in Q4 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Medifast position peaked at $3K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.