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Sowell Financial Services’s Usana Health Sciences USNA Stock Holding History

Sowell Financial 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
Q2 		– Sell
-21
Closed -$2K – 2614
2021
Q1 		$2K Buy
+21
New +$1.91K ﹤0.01% 2859
2020
Q3 		– Sell
-13
Closed -$1K – 2715
2020
Q2 		$1K Hold
13
– – ﹤0.01% 2386
2020
Q1 		$1K Hold
13
– – ﹤0.01% 2333
2019
Q4 		$1K Hold
13
– – ﹤0.01% 2436
2019
Q3 		$1K Buy
+13
New +$873 ﹤0.01% 2315

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Geode Capital Management
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Arrowstreet Capital
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Sowell Financial Services's USNA Position: Q2 2021 in Review

Sowell Financial Services sold out of Usana Health Sciences (USNA) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in USNA in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 188 funds tracked by Wall St. Rank hold USNA as of Q2 2021.

  • Sowell Financial Services reported no remaining Usana Health Sciences position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 21 Usana Health Sciences shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Usana Health Sciences in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Usana Health Sciences position peaked at $2K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.