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Belpointe Asset Management’s Usana Health Sciences USNA Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-196
Closed -$12.3K – 3248
2023
Q1 		$12.3K Buy
196
+166
+553% +$9.9K ﹤0.01% 2592
2022
Q4 		$1.6K Buy
+30
New +$1.63K ﹤0.01% 3329

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Belpointe Asset Management's USNA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Usana Health Sciences (USNA) in Q2 2023, closing a stake of 196 shares — an estimated $12.3K sold.

Belpointe Asset Management first reported a position in USNA in Q4 2022 and held it in 2 quarters. The position peaked at $12.3K in Q1 2023. 169 funds tracked by Wall St. Rank hold USNA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Usana Health Sciences position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 196 Usana Health Sciences shares in Q2 2023, an estimated $12.3K.
  • Belpointe Asset Management first reported a position in Usana Health Sciences in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Usana Health Sciences position peaked at $12.3K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.