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Wipfli Financial Advisors’s Medifast MED Stock Holding History

Wipfli Financial 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
2022
Q3 		$70K Buy
+637
New +$91.3K ﹤0.01% 912

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Wipfli Financial Advisors's MED Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Medifast (MED) in Q3 2022: 637 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Wipfli Financial Advisors held 637 shares of Medifast worth $70K as of Q3 2022.
  • Medifast was a new Wipfli Financial Advisors position in Q3 2022.
  • Medifast made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #912 holding.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.