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Patriot Financial Group Insurance Agency’s Usana Health Sciences USNA Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-7
Closed -$1K – 2002
2020
Q3 		$1K Hold
7
– – ﹤0.01% 1619
2020
Q2 		$1K Hold
7
– – ﹤0.01% 1596
2020
Q1 		$0 Hold
7
– – ﹤0.01% 1748
2019
Q4 		$1K Hold
7
– – ﹤0.01% 1267
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1466
2019
Q2 		$1K Hold
7
– – ﹤0.01% 1349
2019
Q1 		$1K Hold
7
– – ﹤0.01% 1182
2018
Q4 		$1K Buy
+7
New +$809 ﹤0.01% 950

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Patriot Financial Group Insurance Agency's USNA Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Usana Health Sciences (USNA) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in USNA in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 191 funds tracked by Wall St. Rank hold USNA as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Usana Health Sciences position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7 Usana Health Sciences shares in Q4 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Usana Health Sciences in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Usana Health Sciences position peaked at $1K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.