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One Wealth Advisors’s Usana Health Sciences USNA Stock Holding History

One Wealth 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
-2,462
Closed -$249K – 232
2021
Q4 		$249K Hold
2,462
– – 0.06% 162
2021
Q3 		$227K Buy
+2,462
New +$237K 0.07% 185

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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

One Wealth Advisors's USNA Position: Q1 2022 in Review

One Wealth Advisors sold out of Usana Health Sciences (USNA) in Q1 2022, closing a stake of 2,462 shares — an estimated $249K sold.

One Wealth Advisors first reported a position in USNA in Q3 2021 and held it in 2 quarters. The position peaked at $249K in Q4 2021. 179 funds tracked by Wall St. Rank hold USNA as of Q1 2022.

  • One Wealth Advisors reported no remaining Usana Health Sciences position as of Q1 2022 after selling out during the quarter.
  • One Wealth Advisors sold 2,462 Usana Health Sciences shares in Q1 2022, an estimated $249K.
  • One Wealth Advisors first reported a position in Usana Health Sciences in Q3 2021 and held it in 2 quarters.
  • One Wealth Advisors's Usana Health Sciences position peaked at $249K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2022.

Based on One Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.