CIBC Private Wealth Group
USNA icon

CIBC Private Wealth Group’s Usana Health Sciences USNA Stock Holding History

CIBC Private Wealth Group’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
2019
Q2 		– Sell
-3,068
Closed -$257K – 959
2019
Q1 		$257K Buy
+3,068
New +$320K ﹤0.01% 854

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Jupiter Investment Management
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's USNA Position: Q2 2019 in Review

CIBC Private Wealth Group sold out of Usana Health Sciences (USNA) in Q2 2019, closing a stake of 3,068 shares — an estimated $257K sold.

CIBC Private Wealth Group first reported a position in USNA in Q1 2019 and held it in 1 quarter. The position peaked at $257K in Q1 2019. 173 funds tracked by Wall St. Rank hold USNA as of Q2 2019.

  • CIBC Private Wealth Group reported no remaining Usana Health Sciences position as of Q2 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,068 Usana Health Sciences shares in Q2 2019, an estimated $257K.
  • CIBC Private Wealth Group first reported a position in Usana Health Sciences in Q1 2019 and held it in 1 quarter.
  • CIBC Private Wealth Group's Usana Health Sciences position peaked at $257K in Q1 2019.
  • 173 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2019.

Based on CIBC Private Wealth Group's 13F filing for Q2 2019, filed 31 Jul 2019.