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Graves Light Lenhart Wealth’s Usana Health Sciences USNA Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-73
Closed -$7K – 750
2021
Q4 		$7K Sell
73
-16
-18% -$1.6K ﹤0.01% 637
2021
Q3 		$8K Buy
89
+3
+3% +$289 ﹤0.01% 608
2021
Q2 		$9K Hold
86
– – ﹤0.01% 576
2021
Q1 		$8K Hold
86
– – ﹤0.01% 603
2020
Q4 		$7K Buy
+86
New +$6.65K ﹤0.01% 595

Other funds holding USNA

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graves Light Lenhart Wealth's USNA Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Usana Health Sciences (USNA) in Q1 2022, closing a stake of 73 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in USNA in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 179 funds tracked by Wall St. Rank hold USNA as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Usana Health Sciences position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 73 Usana Health Sciences shares in Q1 2022, an estimated $7K.
  • Graves Light Lenhart Wealth first reported a position in Usana Health Sciences in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Usana Health Sciences position peaked at $9K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.