CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nu Skin NUS Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q1 		– Sell
-4,802
Closed -$202K – 2358
2022
Q4 		$202K Buy
+4,802
New +$185K ﹤0.01% 1939
2022
Q3 		– Sell
-3,657
Closed -$158K – 3348
2022
Q2 		$158K Buy
3,657
+413
+13% +$19K ﹤0.01% 1864
2022
Q1 		$155K Sell
3,244
-222
-6% -$11K ﹤0.01% 1912
2021
Q4 		$176K Buy
3,466
+492
+17% +$21.9K ﹤0.01% 1735
2021
Q3 		$120K Sell
2,974
-206
-6% -$10.4K ﹤0.01% 1924
2021
Q2 		$180K Sell
3,180
-86
-3% -$4.89K ﹤0.01% 1604
2021
Q1 		$173K Buy
3,266
+2,627
+411% +$143K ﹤0.01% 1574
2020
Q4 		$35K Buy
639
+114
+22% +$6K ﹤0.01% 1994
2020
Q3 		$27K Buy
525
+20
+4% +$948 ﹤0.01% 1854
2020
Q2 		$19K Buy
+505
New +$16.2K ﹤0.01% 1960
2019
Q4 		– Sell
-280
Closed -$12K – 1520
2019
Q3 		$12K Hold
280
– – ﹤0.01% 1446
2019
Q2 		$14K Hold
280
– – ﹤0.01% 1401
2019
Q1 		$13K Hold
280
– – ﹤0.01% 1319
2018
Q4 		$17K Hold
280
– – ﹤0.01% 1069
2018
Q3 		$23K Hold
280
– – ﹤0.01% 958
2018
Q2 		$22K Hold
280
– – ﹤0.01% 921
2018
Q1 		$20K Buy
280
+130
+87% +$9.23K ﹤0.01% 836
2017
Q4 		$10K Buy
+150
New +$9.7K ﹤0.01% 990

Other funds holding NUS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAPTRUST Financial Advisors's NUS Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of Nu Skin (NUS) in Q1 2023, closing a stake of 4,802 shares — an estimated $202K sold.

CAPTRUST Financial Advisors first reported a position in NUS in Q4 2017 and held it in 18 quarters. The position peaked at $202K in Q4 2022. 204 funds tracked by Wall St. Rank hold NUS as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining Nu Skin position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,802 Nu Skin shares in Q1 2023, an estimated $202K.
  • CAPTRUST Financial Advisors first reported a position in Nu Skin in Q4 2017 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's Nu Skin position peaked at $202K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Nu Skin as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.