Bogart Wealth LLC’s Nu Skin NUS Stock Holding History

Bogart Wealth LLC’s Portfolio NUS Stock Details NUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$2.11K	–	1154
2024 Q2	$2.11K	Hold	200	–	–	﹤0.01%	924
2024 Q1	$2.77K	Hold	200	–	–	﹤0.01%	867
2023 Q4	$3.88K	Sell	200 -200	-50%	-$3.69K	﹤0.01%	801
2023 Q3	$8.48K	Hold	400	–	–	﹤0.01%	628
2023 Q2	$13.3K	Hold	400	–	–	﹤0.01%	533
2023 Q1	$15.7K	Hold	400	–	–	﹤0.01%	504
2022 Q4	$16.9K	Hold	400	–	–	﹤0.01%	455
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	500
2022 Q2	$17K	Hold	400	–	–	﹤0.01%	441
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	391
2021 Q4	$20K	Buy	400 +200	+100%	+$8.89K	﹤0.01%	374
2021 Q3	$8K	Sell	200 -200	-50%	-$10.1K	﹤0.01%	488
2021 Q2	$23K	Hold	400	–	–	﹤0.01%	324
2021 Q1	$21K	Buy	400 +200	+100%	+$10.9K	﹤0.01%	318
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	322
2020 Q3	$10K	Sell	200 -150	-43%	-$7.11K	﹤0.01%	298
2020 Q2	$13K	Buy	+350	New	+$11.2K	﹤0.01%	268

Other funds holding NUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bogart Wealth LLC's NUS Position: Q3 2024 in Review

Bogart Wealth LLC sold out of Nu Skin (NUS) in Q3 2024, closing a stake of 200 shares — an estimated $2.11K sold.

Bogart Wealth LLC first reported a position in NUS in Q2 2020 and held it in 17 quarters. The position peaked at $23K in Q2 2021. 203 funds tracked by Wall St. Rank hold NUS as of Q3 2024.

Bogart Wealth LLC reported no remaining Nu Skin position as of Q3 2024 after selling out during the quarter.
Bogart Wealth LLC sold 200 Nu Skin shares in Q3 2024, an estimated $2.11K.
Bogart Wealth LLC first reported a position in Nu Skin in Q2 2020 and held it in 17 quarters.
Bogart Wealth LLC's Nu Skin position peaked at $23K in Q2 2021.
203 funds tracked by Wall St. Rank held Nu Skin as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.