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Valeo Financial Advisors’s Usana Health Sciences USNA Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-34
Closed -$3K – 1759
2021
Q1 		$3K Buy
34
+10
+42% +$910 ﹤0.01% 1732
2020
Q4 		$2K Hold
24
– – ﹤0.01% 1547
2020
Q3 		$2K Buy
24
+17
+243% +$1.36K ﹤0.01% 1434
2020
Q2 		$1K Buy
+7
New +$549 ﹤0.01% 1972

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Dimensional Fund Advisors
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D.E. Shaw & Co
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valeo Financial Advisors's USNA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Usana Health Sciences (USNA) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in USNA in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 188 funds tracked by Wall St. Rank hold USNA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Usana Health Sciences position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 34 Usana Health Sciences shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Usana Health Sciences in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Usana Health Sciences position peaked at $3K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.