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Glassman Wealth Services’s Nu Skin NUS Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-121
Closed -$2.35K – 1263
2023
Q4 		$2.35K Sell
121
-44
-27% -$812 ﹤0.01% 1301
2023
Q3 		$3.5K Buy
+165
New +$4.29K ﹤0.01% 1172
2022
Q3 		– Sell
-3
Closed – – 1885
2022
Q2 		$0 Buy
+3
New +$138 ﹤0.01% 1899
2021
Q3 		– Sell
-274
Closed -$16K – 1744
2021
Q2 		$16K Sell
274
-77
-22% -$4.38K ﹤0.01% 633
2021
Q1 		$19K Hold
351
– – ﹤0.01% 545
2020
Q4 		$19K Buy
351
+89
+34% +$4.68K ﹤0.01% 546
2020
Q3 		$13K Buy
262
+127
+94% +$6.02K ﹤0.01% 551
2020
Q2 		$5K Buy
135
+129
+2,150% +$4.14K ﹤0.01% 628
2020
Q1 		$0 Sell
6
-2
-25% -$60 ﹤0.01% 1416
2019
Q4 		$0 Buy
8
+1
+14% +$41 ﹤0.01% 1383
2019
Q3 		$0 Buy
7
+6
+600% +$252 ﹤0.01% 1273
2019
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 1273
2018
Q4 		– Sell
-4
Closed – – 912
2018
Q3 		$0 Hold
4
– – ﹤0.01% 914
2018
Q2 		$0 Hold
4
– – ﹤0.01% 904
2018
Q1 		$0 Hold
4
– – ﹤0.01% 859
2017
Q4 		$0 Buy
+4
New +$259 ﹤0.01% 752

Other funds holding NUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's NUS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Nu Skin (NUS) in Q1 2024, closing a stake of 121 shares — an estimated $2.35K sold.

Glassman Wealth Services first reported a position in NUS in Q4 2017 and held it in 16 quarters. The position peaked at $19K in Q1 2021. 198 funds tracked by Wall St. Rank hold NUS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Nu Skin position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 121 Nu Skin shares in Q1 2024, an estimated $2.35K.
  • Glassman Wealth Services first reported a position in Nu Skin in Q4 2017 and held it in 16 quarters.
  • Glassman Wealth Services's Nu Skin position peaked at $19K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Nu Skin as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.