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JFS Wealth Advisors’s Nu Skin NUS Stock Holding History

JFS Wealth Advisors’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
-9
Closed -$175 – 2024
2023
Q4 		$175 Sell
9
-22
-71% -$406 ﹤0.01% 1914
2023
Q3 		$658 Buy
31
+3
+11% +$78 ﹤0.01% 1691
2023
Q2 		$930 Buy
28
+6
+27% +$221 ﹤0.01% 1630
2023
Q1 		$865 Sell
22
-9
-29% -$374 ﹤0.01% 1619
2022
Q4 		$1.31K Buy
31
+18
+138% +$692 ﹤0.01% 1523
2022
Q3 		$0 Sell
13
-20
-61% -$833 ﹤0.01% 1862
2022
Q2 		$1K Sell
33
-3
-8% -$138 ﹤0.01% 1596
2022
Q1 		$2K Buy
36
+21
+140% +$1.04K ﹤0.01% 1462
2021
Q4 		$1K Buy
+15
New +$667 ﹤0.01% 1485
2016
Q2 		– Sell
-1,283
Closed -$49K – 588
2016
Q1 		$49K Sell
1,283
-42
-3% -$1.39K 0.01% 239
2015
Q4 		$50K Hold
1,325
– – 0.01% 250
2015
Q3 		$55K Hold
1,325
– – 0.02% 204
2015
Q2 		$62K Hold
1,325
– – 0.03% 165
2015
Q1 		$80K Buy
1,325
+62
+5% +$3.16K 0.04% 141
2014
Q4 		$55K Hold
1,263
– – 0.01% 175
2014
Q3 		$57K Buy
1,263
+631
+100% +$33.6K 0.01% 169
2014
Q2 		$47K Buy
+632
New +$49.8K 0.01% 193

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

JFS Wealth Advisors's NUS Position: Q1 2024 in Review

JFS Wealth Advisors sold out of Nu Skin (NUS) in Q1 2024, closing a stake of 9 shares — an estimated $175 sold.

JFS Wealth Advisors first reported a position in NUS in Q2 2014 and held it in 17 quarters. The position peaked at $80K in Q1 2015. 198 funds tracked by Wall St. Rank hold NUS as of Q1 2024.

  • JFS Wealth Advisors reported no remaining Nu Skin position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 9 Nu Skin shares in Q1 2024, an estimated $175.
  • JFS Wealth Advisors first reported a position in Nu Skin in Q2 2014 and held it in 17 quarters.
  • JFS Wealth Advisors's Nu Skin position peaked at $80K in Q1 2015.
  • 198 funds tracked by Wall St. Rank held Nu Skin as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.