TWA
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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 – 1560
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TCI Wealth Advisors's MED Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Medifast (MED) in Q2 2023, closing a stake of 36 shares — an estimated $3.73K sold.

TCI Wealth Advisors first reported a position in MED in Q2 2018 and held it in 17 quarters. The position peaked at $21K in Q2 2021. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 36 Medifast shares in Q2 2023, an estimated $3.73K.
  • TCI Wealth Advisors first reported a position in Medifast in Q2 2018 and held it in 17 quarters.
  • TCI Wealth Advisors's Medifast position peaked at $21K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.