Sutton Wealth Advisors’s Medifast MED Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-271	Closed	-$31.3K	–	1247
2022 Q4	$31.3K	Buy	271 +2	+0.7%	+$233	0.01%	538
2022 Q3	$29.1K	Buy	269 +36	+15%	+$5.16K	0.01%	534
2022 Q2	$42.1K	Buy	233 +2	+0.9%	+$358	0.02%	427
2022 Q1	$39.5K	Sell	231 -3	-1%	-$566	0.01%	483
2021 Q4	$49K	Buy	234 +3	+1%	+$620	0.02%	423
2021 Q3	$44.5K	Hold	231	–	–	0.02%	425
2021 Q2	$65.4K	Hold	231	–	–	0.02%	339
2021 Q1	$48.9K	Hold	231	–	–	0.02%	399
2020 Q4	$45.4K	Hold	231	–	–	0.02%	383
2020 Q3	$38K	Hold	231	–	–	0.02%	361
2020 Q2	$32.1K	Hold	231	–	–	0.02%	412
2020 Q1	$14.4K	Hold	231	–	–	0.01%	555
2019 Q4	$25.3K	Hold	231	–	–	0.01%	510
2019 Q3	$23.9K	Hold	231	–	–	0.01%	519
2019 Q2	$29.6K	Hold	231	–	–	0.02%	458
2019 Q1	$29.5K	Hold	231	–	–	0.02%	449
2018 Q4	$28.9K	Hold	231	–	–	0.02%	411
2018 Q3	$51.2K	Hold	231	–	–	0.03%	287
2018 Q2	$37K	Hold	231	–	–	0.03%	373
2018 Q1	$21.6K	Hold	231	–	–	0.02%	541
2017 Q4	$16.1K	Hold	231	–	–	0.01%	629
2017 Q3	$13.7K	Buy	231 +107	+86%	+$5.32K	0.01%	670
2017 Q2	$5.14K	Hold	124	–	–	﹤0.01%	869
2017 Q1	$5.5K	Hold	124	–	–	﹤0.01%	831
2016 Q4	$5.16K	Hold	124	–	–	﹤0.01%	843
2016 Q3	$4.69K	Hold	124	–	–	﹤0.01%	828
2016 Q2	$4.13K	Hold	124	–	–	﹤0.01%	824
2016 Q1	$3.74K	Buy	+124	New	+$3.62K	﹤0.01%	818

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's MED Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Medifast (MED) in Q1 2023, closing a stake of 271 shares — an estimated $31.3K sold.

Sutton Wealth Advisors first reported a position in MED in Q1 2016 and held it in 28 quarters. The position peaked at $65.4K in Q2 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

Sutton Wealth Advisors reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 271 Medifast shares in Q1 2023, an estimated $31.3K.
Sutton Wealth Advisors first reported a position in Medifast in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Medifast position peaked at $65.4K in Q2 2021.
267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.