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Cahill Financial Advisors’s Usana Health Sciences USNA Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-57
Closed -$5K – 750
2021
Q3 		$5K Buy
+57
New +$5.48K ﹤0.01% 695

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Acadian Asset Management
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Dimensional Fund Advisors
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Pzena Investment Management
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State Street
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cahill Financial Advisors's USNA Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Usana Health Sciences (USNA) in Q4 2021, closing a stake of 57 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in USNA in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 191 funds tracked by Wall St. Rank hold USNA as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Usana Health Sciences position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 57 Usana Health Sciences shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in Usana Health Sciences in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Usana Health Sciences position peaked at $5K in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.