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Washington Trust Bank’s Usana Health Sciences USNA Stock Holding History

Washington Trust Bank’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
2019
Q2 		– Sell
-100
Closed -$8K – 524
2019
Q1 		$8K Hold
100
– – ﹤0.01% 514
2018
Q4 		$12K Hold
100
– – ﹤0.01% 478
2018
Q3 		$12K Hold
100
– – ﹤0.01% 528
2018
Q2 		$12K Buy
+100
New +$10.9K ﹤0.01% 518

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Washington Trust Bank's USNA Position: Q2 2019 in Review

Washington Trust Bank sold out of Usana Health Sciences (USNA) in Q2 2019, closing a stake of 100 shares — an estimated $8K sold.

Washington Trust Bank first reported a position in USNA in Q2 2018 and held it in 4 quarters. The position peaked at $12K in Q4 2018. 173 funds tracked by Wall St. Rank hold USNA as of Q2 2019.

  • Washington Trust Bank reported no remaining Usana Health Sciences position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 100 Usana Health Sciences shares in Q2 2019, an estimated $8K.
  • Washington Trust Bank first reported a position in Usana Health Sciences in Q2 2018 and held it in 4 quarters.
  • Washington Trust Bank's Usana Health Sciences position peaked at $12K in Q4 2018.
  • 173 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.