WAM
MED icon

Wealthspire Advisors (Maryland)’s Medifast MED Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-53
Closed -$7K – 1369
2019
Q1 		$7K Buy
53
+14
+36% +$1.78K ﹤0.01% 1681
2018
Q4 		$5K Hold
39
– – ﹤0.01% 1737
2018
Q3 		$9K Hold
39
– – ﹤0.01% 1564
2018
Q2 		$6K Hold
39
– – ﹤0.01% 1724
2018
Q1 		$4K Hold
39
– – ﹤0.01% 1915
2017
Q4 		$3K Buy
39
+36
+1,200% +$2.39K ﹤0.01% 2002
2017
Q3 		$0 Buy
+3
New +$149 ﹤0.01% 2376

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MED Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Medifast (MED) in Q2 2019, closing a stake of 53 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in MED in Q3 2017 and held it in 7 quarters. The position peaked at $9K in Q3 2018. 251 funds tracked by Wall St. Rank hold MED as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Medifast position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 Medifast shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Medifast in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Medifast position peaked at $9K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Medifast as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.