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Rockbridge Investment Management’s Nu Skin NUS Stock Holding History

Rockbridge Investment Management’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
2021
Q4 		– Sell
-24
Closed -$1K – 812
2021
Q3 		$1K Hold
24
– – ﹤0.01% 715
2021
Q2 		$1K Hold
24
– – ﹤0.01% 708
2021
Q1 		$1K Buy
+24
New +$1.31K ﹤0.01% 689

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Rockbridge Investment Management's NUS Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Nu Skin (NUS) in Q4 2021, closing a stake of 24 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in NUS in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 258 funds tracked by Wall St. Rank hold NUS as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Nu Skin position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 24 Nu Skin shares in Q4 2021, an estimated $1K.
  • Rockbridge Investment Management first reported a position in Nu Skin in Q1 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Nu Skin position peaked at $1K in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Nu Skin as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.