AG
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Advisor Group’s cbdMD YCBD Stock Holding History

Advisor Group’s Portfolio YCBD Stock Details YCBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Hold
6
– – ﹤0.01% 4689
2019
Q3 		$9K Sell
6
-498
-99% -$798K ﹤0.01% 4412
2019
Q2 		$1.07M Buy
+504
New +$1.02M 0.01% 1096

Other funds holding YCBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Advisor Group's YCBD Position: Q4 2019 in Review

Advisor Group held its cbdMD (YCBD) position steady in Q4 2019 at 6 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4689.

Advisor Group first reported a position in YCBD in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.07M in Q2 2019. 46 funds tracked by Wall St. Rank hold YCBD as of Q4 2019.

  • Advisor Group held 6 shares of cbdMD worth $5K as of Q4 2019.
  • Advisor Group left its cbdMD share count unchanged in Q4 2019.
  • cbdMD made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4689 holding.
  • Advisor Group first reported a position in cbdMD in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's cbdMD position peaked at $1.07M in Q2 2019.
  • 46 funds tracked by Wall St. Rank held cbdMD as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.