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Abound Wealth Management’s Usana Health Sciences USNA Stock Holding History

Abound Wealth Management’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$272 – 1349
2024
Q2 		$272 Hold
6
– – ﹤0.01% 1017
2024
Q1 		$291 Hold
6
– – ﹤0.01% 1150
2023
Q4 		$322 Hold
6
– – ﹤0.01% 1127
2023
Q3 		$352 Hold
6
– – ﹤0.01% 945
2023
Q2 		$379 Buy
+6
New +$382 ﹤0.01% 951

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Pacer Advisors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Abound Wealth Management's USNA Position: Q3 2024 in Review

Abound Wealth Management sold out of Usana Health Sciences (USNA) in Q3 2024, closing a stake of 6 shares — an estimated $272 sold.

Abound Wealth Management first reported a position in USNA in Q2 2023 and held it in 5 quarters. The position peaked at $379 in Q2 2023. 147 funds tracked by Wall St. Rank hold USNA as of Q3 2024.

  • Abound Wealth Management reported no remaining Usana Health Sciences position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 6 Usana Health Sciences shares in Q3 2024, an estimated $272.
  • Abound Wealth Management first reported a position in Usana Health Sciences in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Usana Health Sciences position peaked at $379 in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.