Steward Financial Group’s Nu Skin NUS Stock Holding History

Steward Financial Group’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
2023 Q2	–	Sell	-19	Closed	–	–	816
2023 Q1	$0	Hold	19	–	–	﹤0.01%	854
2022 Q4	$0	Buy	+19	New	+$731	﹤0.01%	730
2022 Q3	–	Sell	-9	Closed	–	–	910
2022 Q2	$0	Buy	+9	New	+$413	﹤0.01%	1243

Other funds holding NUS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Steward Financial Group's NUS Position: Q2 2023 in Review

Steward Financial Group sold out of Nu Skin (NUS) in Q2 2023, closing a stake of 19 shares.

Steward Financial Group first reported a position in NUS in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 219 funds tracked by Wall St. Rank hold NUS as of Q2 2023.

Steward Financial Group reported no remaining Nu Skin position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 19 Nu Skin shares in Q2 2023.
Steward Financial Group first reported a position in Nu Skin in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Nu Skin position peaked at $0 in Q1 2023.
219 funds tracked by Wall St. Rank held Nu Skin as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.