Waverly Advisors’s Medifast MED Stock Holding History

Waverly 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
2021 Q2	–	Sell	-806	Closed	-$256K	–	196
2021 Q1	$256K	Hold	806	–	–	0.03%	151
2020 Q4	$221K	Buy	+806	New	+$142K	0.02%	142

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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

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

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

Waverly Advisors's MED Position: Q2 2021 in Review

Waverly Advisors sold out of Medifast (MED) in Q2 2021, closing a stake of 806 shares — an estimated $256K sold.

Waverly Advisors first reported a position in MED in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q1 2021. 301 funds tracked by Wall St. Rank hold MED as of Q2 2021.

Waverly Advisors reported no remaining Medifast position as of Q2 2021 after selling out during the quarter.
Waverly Advisors sold 806 Medifast shares in Q2 2021, an estimated $256K.
Waverly Advisors first reported a position in Medifast in Q4 2020 and held it in 2 quarters.
Waverly Advisors's Medifast position peaked at $256K in Q1 2021.
301 funds tracked by Wall St. Rank held Medifast as of Q2 2021.

Based on Waverly Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.