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IndexIQ Advisors’s Usana Health Sciences USNA Stock Holding History

IndexIQ Advisors’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
-4,327
Closed -$438K – 1522
2021
Q4 		$438K Sell
4,327
-280
-6% -$27.9K 0.01% 699
2021
Q3 		$425K Buy
4,607
+462
+11% +$44.5K 0.01% 749
2021
Q2 		$425K Buy
4,145
+24
+0.6% +$2.41K 0.01% 609
2021
Q1 		$402K Buy
4,121
+495
+14% +$45K 0.01% 669
2020
Q4 		$280K Buy
3,626
+374
+12% +$28.9K 0.01% 727
2020
Q3 		$240K Buy
3,252
+178
+6% +$14.3K 0.01% 513
2020
Q2 		$226K Sell
3,074
-153
-5% -$12K 0.01% 455
2020
Q1 		$186K Sell
3,227
-6,444
-67% -$448K 0.01% 548
2019
Q4 		$760K Sell
9,671
-3,069
-24% -$226K 0.03% 372
2019
Q3 		$871K Sell
12,740
-2,387
-16% -$160K 0.03% 400
2019
Q2 		$1.2M Sell
15,127
-3,836
-20% -$304K 0.04% 349
2019
Q1 		$1.59M Buy
+18,963
New +$1.98M 0.05% 257

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

IndexIQ Advisors's USNA Position: Q1 2022 in Review

IndexIQ Advisors sold out of Usana Health Sciences (USNA) in Q1 2022, closing a stake of 4,327 shares — an estimated $438K sold.

IndexIQ Advisors first reported a position in USNA in Q1 2019 and held it in 12 quarters. The position peaked at $1.59M in Q1 2019. 179 funds tracked by Wall St. Rank hold USNA as of Q1 2022.

  • IndexIQ Advisors reported no remaining Usana Health Sciences position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 4,327 Usana Health Sciences shares in Q1 2022, an estimated $438K.
  • IndexIQ Advisors first reported a position in Usana Health Sciences in Q1 2019 and held it in 12 quarters.
  • IndexIQ Advisors's Usana Health Sciences position peaked at $1.59M in Q1 2019.
  • 179 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.