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Capital Performance Advisors’s Usana Health Sciences USNA Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1
Closed -$38 – 2568
2024
Q3 		$38 Buy
+1
New +$41 ﹤0.01% 2821

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Capital Performance Advisors's USNA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Usana Health Sciences (USNA) in Q4 2024, closing a stake of 1 share — an estimated $38 sold.

Capital Performance Advisors first reported a position in USNA in Q3 2024 and held it in 1 quarter. The position peaked at $38 in Q3 2024. 152 funds tracked by Wall St. Rank hold USNA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Usana Health Sciences position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Usana Health Sciences share in Q4 2024, an estimated $38.
  • Capital Performance Advisors first reported a position in Usana Health Sciences in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Usana Health Sciences position peaked at $38 in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.