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Toth Financial Advisory’s Medifast MED Stock Holding History

Toth Financial Advisory’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
2024
Q3 		– Sell
-840
Closed -$18.3K – 745
2024
Q2 		$18.3K Hold
840
– – ﹤0.01% 405
2024
Q1 		$32.2K Hold
840
– – ﹤0.01% 342
2023
Q4 		$56.5K Hold
840
– – 0.01% 281
2023
Q3 		$62.9K Sell
840
-588
-41% -$52.2K 0.01% 252
2023
Q2 		$132K Hold
1,428
– – 0.02% 215
2023
Q1 		$148K Hold
1,428
– – 0.02% 204
2022
Q4 		$165K Buy
1,428
+32
+2% +$3.73K 0.03% 196
2022
Q3 		$151K Sell
1,396
-71
-5% -$10.2K 0.03% 184
2022
Q2 		$265K Buy
1,467
+191
+15% +$34.2K 0.05% 161
2022
Q1 		$218K Sell
1,276
-992
-44% -$187K 0.03% 186
2021
Q4 		$475K Buy
2,268
+1,092
+93% +$226K 0.06% 178
2021
Q3 		$226K Buy
1,176
+87
+8% +$21.4K 0.03% 192
2021
Q2 		$308K Buy
1,089
+1
+0.1% +$271 0.05% 165
2021
Q1 		$230K Buy
1,088
+1
+0.1% +$239 0.04% 198
2020
Q4 		$213K Sell
1,087
-53
-5% -$9.37K 0.04% 188
2020
Q3 		$187K Sell
1,140
-100
-8% -$16.5K 0.04% 185
2020
Q2 		$172K Hold
1,240
– – 0.04% 174
2020
Q1 		$78K Buy
1,240
+400
+48% +$36.4K 0.02% 155
2019
Q4 		$92K Hold
840
– – 0.02% 182
2019
Q3 		$87K Hold
840
– – 0.02% 196
2019
Q2 		$108K Hold
840
– – 0.02% 182
2019
Q1 		$107K Hold
840
– – 0.03% 171
2018
Q4 		$105K Hold
840
– – 0.03% 144
2018
Q3 		$186K Hold
840
– – 0.04% 156
2018
Q2 		$135K Hold
840
– – 0.03% 161
2018
Q1 		$78K Hold
840
– – 0.02% 186
2017
Q4 		$59K Buy
+840
New +$55.7K 0.01% 199

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Toth Financial Advisory's MED Position: Q3 2024 in Review

Toth Financial Advisory sold out of Medifast (MED) in Q3 2024, closing a stake of 840 shares — an estimated $18.3K sold.

Toth Financial Advisory first reported a position in MED in Q4 2017 and held it in 27 quarters. The position peaked at $475K in Q4 2021. 140 funds tracked by Wall St. Rank hold MED as of Q3 2024.

  • Toth Financial Advisory reported no remaining Medifast position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 840 Medifast shares in Q3 2024, an estimated $18.3K.
  • Toth Financial Advisory first reported a position in Medifast in Q4 2017 and held it in 27 quarters.
  • Toth Financial Advisory's Medifast position peaked at $475K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Medifast as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.