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West Coast Financial’s Usana Health Sciences USNA Stock Holding History

West Coast Financial’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
2024
Q2 		– Sell
-44,489
Closed -$2.16M – 169
2024
Q1 		$2.16M Sell
44,489
-739
-2% -$36.2K 0.26% 56
2023
Q4 		$2.42M Buy
45,228
+3,107
+7% +$157K 0.32% 55
2023
Q3 		$2.47M Buy
+42,121
New +$2.63M 0.37% 64

Other funds holding USNA

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

West Coast Financial's USNA Position: Q2 2024 in Review

West Coast Financial sold out of Usana Health Sciences (USNA) in Q2 2024, closing a stake of 44,489 shares — an estimated $2.16M sold.

West Coast Financial first reported a position in USNA in Q3 2023 and held it in 3 quarters. The position peaked at $2.47M in Q3 2023. 154 funds tracked by Wall St. Rank hold USNA as of Q2 2024.

  • West Coast Financial reported no remaining Usana Health Sciences position as of Q2 2024 after selling out during the quarter.
  • West Coast Financial sold 44,489 Usana Health Sciences shares in Q2 2024, an estimated $2.16M.
  • West Coast Financial first reported a position in Usana Health Sciences in Q3 2023 and held it in 3 quarters.
  • West Coast Financial's Usana Health Sciences position peaked at $2.47M in Q3 2023.
  • 154 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2024.

Based on West Coast Financial's 13F filing for Q2 2024, filed 22 Jul 2024.