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Newbridge Financial Services Group’s Nu Skin NUS Stock Holding History

Newbridge Financial Services Group’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
2023
Q4 		– Sell
-132
Closed -$2.79K – 1273
2023
Q3 		$2.79K Buy
132
+3
+2% +$78 ﹤0.01% 1037
2023
Q2 		$4.3K Buy
129
+1
+0.8% +$37 ﹤0.01% 1034
2023
Q1 		$5.03K Buy
+128
New +$5.32K ﹤0.01% 1070

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newbridge Financial Services Group's NUS Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Nu Skin (NUS) in Q4 2023, closing a stake of 132 shares — an estimated $2.79K sold.

Newbridge Financial Services Group first reported a position in NUS in Q1 2023 and held it in 3 quarters. The position peaked at $5.03K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUS as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Nu Skin position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 132 Nu Skin shares in Q4 2023, an estimated $2.79K.
  • Newbridge Financial Services Group first reported a position in Nu Skin in Q1 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Nu Skin position peaked at $5.03K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nu Skin as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.