SWRP
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Summit Wealth & Retirement Planning’s Medifast MED Stock Holding History

Summit Wealth & Retirement Planning’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
-2,238
Closed -$404K – 113
2022
Q2 		$404K Sell
2,238
-50
-2% -$8.95K 0.16% 74
2022
Q1 		$391K Sell
2,288
-116
-5% -$21.9K 0.14% 76
2021
Q4 		$503K Sell
2,404
-155
-6% -$32K 0.17% 60
2021
Q3 		$493K Sell
2,559
-331
-11% -$81.4K 0.18% 60
2021
Q2 		$818K Sell
2,890
-144
-5% -$39K 0.3% 51
2021
Q1 		$643K Sell
3,034
-1,367
-31% -$327K 0.24% 65
2020
Q4 		$864K Buy
+4,401
New +$778K 0.33% 59

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

Summit Wealth & Retirement Planning's MED Position: Q3 2022 in Review

Summit Wealth & Retirement Planning sold out of Medifast (MED) in Q3 2022, closing a stake of 2,238 shares — an estimated $404K sold.

Summit Wealth & Retirement Planning first reported a position in MED in Q4 2020 and held it in 7 quarters. The position peaked at $864K in Q4 2020. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Summit Wealth & Retirement Planning reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,238 Medifast shares in Q3 2022, an estimated $404K.
  • Summit Wealth & Retirement Planning first reported a position in Medifast in Q4 2020 and held it in 7 quarters.
  • Summit Wealth & Retirement Planning's Medifast position peaked at $864K in Q4 2020.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2022, filed 14 Nov 2022.