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Gilliland Jeter Wealth Management’s Usana Health Sciences USNA Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-36
Closed -$1.36K – 608
2024
Q3 		$1.36K Hold
36
– – ﹤0.01% 622
2024
Q2 		$1.63K Hold
36
– – ﹤0.01% 612
2024
Q1 		$1.75K Buy
+36
New +$1.76K ﹤0.01% 569

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gilliland Jeter Wealth Management's USNA Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Usana Health Sciences (USNA) in Q4 2024, closing a stake of 36 shares — an estimated $1.36K sold.

Gilliland Jeter Wealth Management first reported a position in USNA in Q1 2024 and held it in 3 quarters. The position peaked at $1.75K in Q1 2024. 152 funds tracked by Wall St. Rank hold USNA as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Usana Health Sciences position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 36 Usana Health Sciences shares in Q4 2024, an estimated $1.36K.
  • Gilliland Jeter Wealth Management first reported a position in Usana Health Sciences in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Usana Health Sciences position peaked at $1.75K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.