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Tarbox Family Office’s Usana Health Sciences USNA Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-11
Closed -$1K – 938
2022
Q1 		$1K Buy
+11
New +$992 ﹤0.01% 1025
2020
Q4 		– Sell
-11
Closed -$1K – 1195
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1077
2020
Q2 		$1K Hold
11
– – ﹤0.01% 1077
2020
Q1 		$1K Sell
11
-37
-77% -$2.57K ﹤0.01% 1013
2019
Q4 		$4K Buy
+48
New +$3.54K ﹤0.01% 602

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Dimensional Fund Advisors
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Acadian Asset Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tarbox Family Office's USNA Position: Q2 2022 in Review

Tarbox Family Office sold out of Usana Health Sciences (USNA) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in USNA in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 182 funds tracked by Wall St. Rank hold USNA as of Q2 2022.

  • Tarbox Family Office reported no remaining Usana Health Sciences position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 11 Usana Health Sciences shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in Usana Health Sciences in Q4 2019 and held it in 5 quarters.
  • Tarbox Family Office's Usana Health Sciences position peaked at $4K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.