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Centric Wealth Management’s Nu Skin NUS Stock Holding History

Centric Wealth Management’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
2021
Q4 		– Sell
-17,983
Closed -$728K – 165
2021
Q3 		$728K Buy
17,983
+518
+3% +$26.2K 0.27% 83
2021
Q2 		$989K Buy
+17,465
New +$994K 0.34% 72

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Centric Wealth Management's NUS Position: Q4 2021 in Review

Centric Wealth Management sold out of Nu Skin (NUS) in Q4 2021, closing a stake of 17,983 shares — an estimated $728K sold.

Centric Wealth Management first reported a position in NUS in Q2 2021 and held it in 2 quarters. The position peaked at $989K in Q2 2021. 258 funds tracked by Wall St. Rank hold NUS as of Q4 2021.

  • Centric Wealth Management reported no remaining Nu Skin position as of Q4 2021 after selling out during the quarter.
  • Centric Wealth Management sold 17,983 Nu Skin shares in Q4 2021, an estimated $728K.
  • Centric Wealth Management first reported a position in Nu Skin in Q2 2021 and held it in 2 quarters.
  • Centric Wealth Management's Nu Skin position peaked at $989K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Nu Skin as of Q4 2021.

Based on Centric Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.