BWA
USNA icon

BDO Wealth Advisors’s Usana Health Sciences USNA Stock Holding History

BDO Wealth Advisors’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
2019
Q3 		– Sell
-400
Closed -$32K – 657
2019
Q2 		$32K Sell
400
-50
-11% -$3.96K 0.01% 351
2019
Q1 		$38K Buy
450
+350
+350% +$36.5K 0.01% 313
2018
Q4 		$12K Hold
100
– – ﹤0.01% 397
2018
Q3 		$12K Sell
100
-80
-44% -$9.93K ﹤0.01% 443
2018
Q2 		$21K Hold
180
– – 0.01% 381
2018
Q1 		$15K Hold
180
– – 0.01% 356
2017
Q4 		$13K Hold
180
– – 0.01% 318
2017
Q3 		$10K Hold
180
– – 0.01% 312
2017
Q2 		$12K Buy
+180
New +$11.1K 0.01% 355

Other funds holding USNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's USNA Position: Q3 2019 in Review

BDO Wealth Advisors sold out of Usana Health Sciences (USNA) in Q3 2019, closing a stake of 400 shares — an estimated $32K sold.

BDO Wealth Advisors first reported a position in USNA in Q2 2017 and held it in 9 quarters. The position peaked at $38K in Q1 2019. 169 funds tracked by Wall St. Rank hold USNA as of Q3 2019.

  • BDO Wealth Advisors reported no remaining Usana Health Sciences position as of Q3 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 400 Usana Health Sciences shares in Q3 2019, an estimated $32K.
  • BDO Wealth Advisors first reported a position in Usana Health Sciences in Q2 2017 and held it in 9 quarters.
  • BDO Wealth Advisors's Usana Health Sciences position peaked at $38K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2019.

Based on BDO Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.