Sutton Wealth Advisors’s Usana Health Sciences USNA Stock Holding History

Sutton Wealth 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 Q1	–	Sell	-8	Closed	-$426	–	1535
2022 Q4	$426	Hold	8	–	–	﹤0.01%	1517
2022 Q3	$448	Sell	8 -137	-94%	-$9.06K	﹤0.01%	1483
2022 Q2	$10.5K	Sell	145 -90	-38%	-$6.7K	﹤0.01%	890
2022 Q1	$18.7K	Buy	235 +91	+63%	+$8.2K	0.01%	732
2021 Q4	$14.6K	Buy	144 +3	+2%	+$299	﹤0.01%	819
2021 Q3	$13K	Hold	141	–	–	﹤0.01%	823
2021 Q2	$14.4K	Hold	141	–	–	0.01%	799
2021 Q1	$13.8K	Hold	141	–	–	0.01%	783
2020 Q4	$10.9K	Hold	141	–	–	﹤0.01%	786
2020 Q3	$10.4K	Hold	141	–	–	0.01%	731
2020 Q2	$10.4K	Hold	141	–	–	0.01%	698
2020 Q1	$8.14K	Sell	141 -48	-25%	-$3.34K	0.01%	709
2019 Q4	$14.8K	Buy	189 +48	+34%	+$3.54K	0.01%	713
2019 Q3	$9.64K	Buy	+141	New	+$9.47K	0.01%	793

Other funds holding USNA

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sutton Wealth Advisors's USNA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Usana Health Sciences (USNA) in Q1 2023, closing a stake of 8 shares — an estimated $426 sold.

Sutton Wealth Advisors first reported a position in USNA in Q3 2019 and held it in 14 quarters. The position peaked at $18.7K in Q1 2022. 176 funds tracked by Wall St. Rank hold USNA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Usana Health Sciences position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 Usana Health Sciences shares in Q1 2023, an estimated $426.
Sutton Wealth Advisors first reported a position in Usana Health Sciences in Q3 2019 and held it in 14 quarters.
Sutton Wealth Advisors's Usana Health Sciences position peaked at $18.7K in Q1 2022.
176 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.