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Carroll Financial Associates’s Usana Health Sciences USNA Stock Holding History

Carroll Financial Associates’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
-19
Closed -$1K – 1947
2021
Q3 		$1K Buy
+19
New +$1.83K ﹤0.01% 1725
2021
Q2 		– Sell
-86
Closed -$8K – 1859
2021
Q1 		$8K Buy
+86
New +$7.83K ﹤0.01% 1277

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Carroll Financial Associates's USNA Position: Q4 2021 in Review

Carroll Financial Associates sold out of Usana Health Sciences (USNA) in Q4 2021, closing a stake of 19 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in USNA in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 191 funds tracked by Wall St. Rank hold USNA as of Q4 2021.

  • Carroll Financial Associates reported no remaining Usana Health Sciences position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 19 Usana Health Sciences shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Usana Health Sciences in Q1 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Usana Health Sciences position peaked at $8K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.