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Gupta Wealth Management’s Usana Health Sciences USNA Stock Holding History

Gupta 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
2016
Q1 		$33K Buy
+536
New +$31.6K 0.01% 543
2015
Q3 		– Sell
-54
Closed -$4K – 1348
2015
Q2 		$4K Buy
+54
New +$3.43K ﹤0.01% 1051

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NAP
New Amsterdam Partners New York $272M AUM 12.21% 1-Year Est. Return

Gupta Wealth Management's USNA Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Usana Health Sciences (USNA) in Q1 2016: 536 shares worth $33K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in USNA as recently as Q2 2015.

Gupta Wealth Management first reported a position in USNA in Q2 2015 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold USNA as of Q1 2016.

  • Gupta Wealth Management held 536 shares of Usana Health Sciences worth $33K as of Q1 2016.
  • Usana Health Sciences was a new Gupta Wealth Management position in Q1 2016.
  • Usana Health Sciences made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #543 holding.
  • Gupta Wealth Management first reported a position in Usana Health Sciences in Q2 2015 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.