Core Wealth Advisors (Florida)’s Usana Health Sciences USNA Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-200	Closed	-$9.7K	–	227
2024 Q1	$9.7K	Hold	200	–	–	﹤0.01%	192
2023 Q4	$10.7K	Hold	200	–	–	﹤0.01%	180
2023 Q3	$11.7K	Hold	200	–	–	﹤0.01%	144
2023 Q2	$12.6K	Hold	200	–	–	0.01%	140
2023 Q1	$12.6K	Hold	200	–	–	0.01%	138
2022 Q4	$10.6K	Hold	200	–	–	﹤0.01%	152
2022 Q3	$11K	Hold	200	–	–	0.01%	136
2022 Q2	$14K	Hold	200	–	–	0.01%	127
2022 Q1	$16K	Hold	200	–	–	0.01%	130
2021 Q4	$20K	Hold	200	–	–	0.01%	129
2021 Q3	$18K	Hold	200	–	–	0.01%	116
2021 Q2	$20K	Hold	200	–	–	0.01%	106
2021 Q1	$20K	Hold	200	–	–	0.02%	97
2020 Q4	$15K	Hold	200	–	–	0.01%	105
2020 Q3	$15K	Hold	200	–	–	0.01%	90
2020 Q2	$15K	Hold	200	–	–	0.01%	84
2020 Q1	$12K	Hold	200	–	–	0.01%	85
2019 Q4	$16K	Buy	+200	New	+$14.7K	0.01%	81

Other funds holding USNA

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Core Wealth Advisors (Florida)'s USNA Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Usana Health Sciences (USNA) in Q2 2024, closing a stake of 200 shares — an estimated $9.7K sold.

Core Wealth Advisors (Florida) first reported a position in USNA in Q4 2019 and held it in 18 quarters. The position peaked at $20K in Q4 2021. 154 funds tracked by Wall St. Rank hold USNA as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Usana Health Sciences position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 200 Usana Health Sciences shares in Q2 2024, an estimated $9.7K.
Core Wealth Advisors (Florida) first reported a position in Usana Health Sciences in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Usana Health Sciences position peaked at $20K in Q4 2021.
154 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.