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Pinnacle Wealth Planning Services’s Usana Health Sciences USNA Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-34
Closed -$2K – 1860
2020
Q4 		$2K Buy
+34
New +$2.63K ﹤0.01% 1996

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Pinnacle Wealth Planning Services's USNA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Usana Health Sciences (USNA) in Q1 2021, closing a stake of 34 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in USNA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 198 funds tracked by Wall St. Rank hold USNA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Usana Health Sciences position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 34 Usana Health Sciences shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Usana Health Sciences in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Usana Health Sciences position peaked at $2K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.