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Avidian Wealth Enterprises’s Usana Health Sciences USNA Stock Holding History

Avidian Wealth Enterprises’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
2020
Q1 		– Sell
-5,592
Closed -$439K – 256
2019
Q4 		$439K Buy
+5,592
New +$412K 0.06% 130

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Avidian Wealth Enterprises's USNA Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Usana Health Sciences (USNA) in Q1 2020, closing a stake of 5,592 shares — an estimated $439K sold.

Avidian Wealth Enterprises first reported a position in USNA in Q4 2019 and held it in 1 quarter. The position peaked at $439K in Q4 2019. 169 funds tracked by Wall St. Rank hold USNA as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Usana Health Sciences position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,592 Usana Health Sciences shares in Q1 2020, an estimated $439K.
  • Avidian Wealth Enterprises first reported a position in Usana Health Sciences in Q4 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Usana Health Sciences position peaked at $439K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.