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JOYN Advisors’s Usana Health Sciences USNA Stock Holding History

JOYN 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
2019
Q1 		– Sell
-201
Closed -$24K – 1342
2018
Q4 		$24K Sell
201
-23
-10% -$2.66K 0.01% 601
2018
Q3 		$27K Hold
224
– – 0.01% 580
2018
Q2 		$26K Sell
224
-46
-17% -$5.03K 0.01% 596
2018
Q1 		$23K Buy
+270
New +$20.9K ﹤0.01% 643

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JOYN Advisors's USNA Position: Q1 2019 in Review

JOYN Advisors sold out of Usana Health Sciences (USNA) in Q1 2019, closing a stake of 201 shares — an estimated $24K sold.

JOYN Advisors first reported a position in USNA in Q1 2018 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 188 funds tracked by Wall St. Rank hold USNA as of Q1 2019.

  • JOYN Advisors reported no remaining Usana Health Sciences position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 201 Usana Health Sciences shares in Q1 2019, an estimated $24K.
  • JOYN Advisors first reported a position in Usana Health Sciences in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Usana Health Sciences position peaked at $27K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.