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Trilogy Capital’s Nu Skin NUS Stock Holding History

Trilogy Capital’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
Q4 		– Sell
-10,009
Closed -$212K – 279
2023
Q3 		$212K Buy
10,009
+687
+7% +$17.9K 0.01% 252
2023
Q2 		$267K Buy
9,322
+1,740
+23% +$64.1K 0.02% 245
2023
Q1 		$298K Buy
7,582
+1,553
+26% +$64.6K 0.02% 215
2022
Q4 		$254K Buy
+6,029
New +$232K 0.02% 228

Other funds holding NUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trilogy Capital's NUS Position: Q4 2023 in Review

Trilogy Capital sold out of Nu Skin (NUS) in Q4 2023, closing a stake of 10,009 shares — an estimated $212K sold.

Trilogy Capital first reported a position in NUS in Q4 2022 and held it in 4 quarters. The position peaked at $298K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUS as of Q4 2023.

  • Trilogy Capital reported no remaining Nu Skin position as of Q4 2023 after selling out during the quarter.
  • Trilogy Capital sold 10,009 Nu Skin shares in Q4 2023, an estimated $212K.
  • Trilogy Capital first reported a position in Nu Skin in Q4 2022 and held it in 4 quarters.
  • Trilogy Capital's Nu Skin position peaked at $298K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nu Skin as of Q4 2023.

Based on Trilogy Capital's 13F filing for Q4 2023, filed 12 Jan 2024.