Waldron Private Wealth’s Medifast MED Stock Holding History

Waldron Private Wealth’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
2021 Q3	–	Sell	-1,040	Closed	-$294K	–	368
2021 Q2	$294K	Buy	+1,040	New	+$282K	0.02%	273

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Waldron Private Wealth's MED Position: Q3 2021 in Review

Waldron Private Wealth sold out of Medifast (MED) in Q3 2021, closing a stake of 1,040 shares — an estimated $294K sold.

Waldron Private Wealth first reported a position in MED in Q2 2021 and held it in 1 quarter. The position peaked at $294K in Q2 2021. 296 funds tracked by Wall St. Rank hold MED as of Q3 2021.

Waldron Private Wealth reported no remaining Medifast position as of Q3 2021 after selling out during the quarter.
Waldron Private Wealth sold 1,040 Medifast shares in Q3 2021, an estimated $294K.
Waldron Private Wealth first reported a position in Medifast in Q2 2021 and held it in 1 quarter.
Waldron Private Wealth's Medifast position peaked at $294K in Q2 2021.
296 funds tracked by Wall St. Rank held Medifast as of Q3 2021.

Based on Waldron Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.