Copperwynd Financial’s Nature's Sunshine NATR Stock Holding History

Copperwynd Financial’s Portfolio NATR Stock Details NATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-34,488	Closed	-$688K	–	125
2021 Q1	$688K	Sell	34,488 -11,315	-25%	-$196K	0.31%	45
2020 Q4	$685K	Hold	45,803	–	–	0.33%	45
2020 Q3	$530K	Sell	45,803 -15,000	-25%	-$160K	0.28%	54
2020 Q2	$548K	Hold	60,803	–	–	0.31%	42
2020 Q1	$494K	Sell	60,803 -10,000	-14%	-$90.6K	0.23%	33
2019 Q4	$632K	Sell	70,803 -3,333	-4%	-$31.3K	0.33%	55
2019 Q3	$749K	Hold	74,136	–	–	0.43%	37
2019 Q2	$689K	Hold	74,136	–	–	0.4%	34
2019 Q1	$689K	Sell	74,136 -2,981	-4%	-$25.3K	0.41%	34
2018 Q4	$629K	Sell	77,117 -2,019	-3%	-$17.5K	0.39%	22
2018 Q3	$692K	Hold	79,136	–	–	0.42%	30
2018 Q2	$740K	Sell	79,136 -3,343	-4%	-$31.3K	0.52%	20
2018 Q1	$907K	Hold	82,479	–	–	0.62%	24
2017 Q4	$953K	Buy	+82,479	New	+$937K	0.7%	23

Other funds holding NATR

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copperwynd Financial's NATR Position: Q2 2021 in Review

Copperwynd Financial sold out of Nature's Sunshine (NATR) in Q2 2021, closing a stake of 34,488 shares — an estimated $688K sold.

Copperwynd Financial first reported a position in NATR in Q4 2017 and held it in 14 quarters. The position peaked at $953K in Q4 2017. 77 funds tracked by Wall St. Rank hold NATR as of Q2 2021.

Copperwynd Financial reported no remaining Nature's Sunshine position as of Q2 2021 after selling out during the quarter.
Copperwynd Financial sold 34,488 Nature's Sunshine shares in Q2 2021, an estimated $688K.
Copperwynd Financial first reported a position in Nature's Sunshine in Q4 2017 and held it in 14 quarters.
Copperwynd Financial's Nature's Sunshine position peaked at $953K in Q4 2017.
77 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2021.

Based on Copperwynd Financial's 13F filing for Q2 2021, filed 12 Aug 2021.