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Sequoia Financial Advisors’s Usana Health Sciences USNA Stock Holding History

Sequoia Financial 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
2023
Q4 		– Sell
-4,803
Closed -$282K – 1240
2023
Q3 		$282K Sell
4,803
-40
-0.8% -$2.5K ﹤0.01% 714
2023
Q2 		$305K Sell
4,843
-165
-3% -$10.5K 0.01% 694
2023
Q1 		$315K Buy
5,008
+921
+23% +$55K 0.01% 606
2022
Q4 		$217K Buy
+4,087
New +$221K 0.01% 707

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sequoia Financial Advisors's USNA Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Usana Health Sciences (USNA) in Q4 2023, closing a stake of 4,803 shares — an estimated $282K sold.

Sequoia Financial Advisors first reported a position in USNA in Q4 2022 and held it in 4 quarters. The position peaked at $315K in Q1 2023. 167 funds tracked by Wall St. Rank hold USNA as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Usana Health Sciences position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,803 Usana Health Sciences shares in Q4 2023, an estimated $282K.
  • Sequoia Financial Advisors first reported a position in Usana Health Sciences in Q4 2022 and held it in 4 quarters.
  • Sequoia Financial Advisors's Usana Health Sciences position peaked at $315K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.