TCI Wealth Advisors’s Medifast MED Stock Holding History

TCI 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 Q2	–	Sell	-36	Closed	-$3.73K	–	1387
2023 Q1	$3.73K	Sell	36 -30	-45%	-$3.33K	﹤0.01%	1728
2022 Q4	$7.61K	Buy	66 +1	+2%	+$116	﹤0.01%	1254
2022 Q3	$7K	Sell	65 -1	-2%	-$143	﹤0.01%	1265
2022 Q2	$12K	Buy	66 +30	+83%	+$5.37K	﹤0.01%	904
2022 Q1	$6K	Sell	36 -53	-60%	-$9.99K	﹤0.01%	1436
2021 Q4	$19K	Buy	89 +29	+48%	+$5.99K	﹤0.01%	736
2021 Q3	$12K	Sell	60 -15	-20%	-$3.69K	﹤0.01%	984
2021 Q2	$21K	Buy	75 +8	+12%	+$2.17K	﹤0.01%	604
2021 Q1	$14K	Buy	67 +27	+68%	+$6.46K	0.01%	686
2020 Q4	$8K	Buy	40 +4	+11%	+$707	﹤0.01%	714
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	719
2020 Q2	$5K	Buy	36 +27	+300%	+$2.48K	﹤0.01%	750
2020 Q1	$1K	Buy	+9	New	+$819	﹤0.01%	1280
2019 Q4	–	Sell	-11	Closed	-$1K	–	1631
2019 Q3	$1K	Buy	11 +2	+22%	+$215	﹤0.01%	1332
2019 Q2	$1K	Buy	+9	New	+$1.25K	﹤0.01%	1246
2018 Q4	–	Sell	-10	Closed	-$2K	–	1565
2018 Q3	$2K	Buy	10 +5	+100%	+$1.01K	﹤0.01%	1051
2018 Q2	$1K	Buy	+5	New	+$639	﹤0.01%	1326

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return