CWP
NUS icon

Concord Wealth Partners’s Nu Skin NUS Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-104
Closed -$6K – 992
2021
Q2 		$6K Buy
104
+42
+68% +$2.39K ﹤0.01% 711
2021
Q1 		$3K Buy
+62
New +$3.38K ﹤0.01% 770

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Concord Wealth Partners's NUS Position: Q3 2021 in Review

Concord Wealth Partners sold out of Nu Skin (NUS) in Q3 2021, closing a stake of 104 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in NUS in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 246 funds tracked by Wall St. Rank hold NUS as of Q3 2021.

  • Concord Wealth Partners reported no remaining Nu Skin position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 104 Nu Skin shares in Q3 2021, an estimated $6K.
  • Concord Wealth Partners first reported a position in Nu Skin in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Nu Skin position peaked at $6K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Nu Skin as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.