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AdvisorShares Investments’s cbdMD YCBD Stock Holding History

AdvisorShares Investments’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
2023
Q3 		– Sell
-2,082
Closed -$23.3K – 297
2023
Q2 		$23.3K Sell
2,082
-249
-11% -$6.53K 0.01% 249
2023
Q1 		$164K Sell
2,331
-93
-4% -$8.62K 0.05% 202
2022
Q4 		$198K Hold
2,424
– – 0.06% 219
2022
Q3 		$196K Buy
2,424
+14
+0.6% +$2.01K 0.05% 232
2022
Q2 		$382K Sell
2,410
-417
-15% -$98.7K 0.11% 107
2022
Q1 		$1.06M Sell
2,827
-175
-6% -$59.1K 0.17% 51
2021
Q4 		$1.17M Sell
3,002
-1,292
-30% -$751K 0.14% 89
2021
Q3 		$3.21M Sell
4,294
-1,261
-23% -$1.06M 0.51% 15
2021
Q2 		$5.8M Sell
5,555
-790
-12% -$945K 0.8% 15
2021
Q1 		$9.46M Buy
6,345
+2,346
+59% +$3.41M 1.18% 16
2020
Q4 		$4.25M Buy
3,999
+1,597
+66% +$1.45M 0.99% 15
2020
Q3 		$1.73M Buy
2,402
+1,185
+97% +$1.13M 0.08% 17
2020
Q2 		$837K Buy
1,217
+89
+8% +$39.9K 0.36% 70
2020
Q1 		$378K Buy
1,128
+95
+9% +$37.5K 0.33% 59
2019
Q4 		$841K Buy
+1,033
New +$1.24M 0.52% 24

Other funds holding YCBD

AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AdvisorShares Investments's YCBD Position: Q3 2023 in Review

AdvisorShares Investments sold out of cbdMD (YCBD) in Q3 2023, closing a stake of 2,082 shares — an estimated $23.3K sold.

AdvisorShares Investments first reported a position in YCBD in Q4 2019 and held it in 15 quarters. The position peaked at $9.46M in Q1 2021. 20 funds tracked by Wall St. Rank hold YCBD as of Q3 2023.

  • AdvisorShares Investments reported no remaining cbdMD position as of Q3 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 2,082 cbdMD shares in Q3 2023, an estimated $23.3K.
  • AdvisorShares Investments first reported a position in cbdMD in Q4 2019 and held it in 15 quarters.
  • AdvisorShares Investments's cbdMD position peaked at $9.46M in Q1 2021.
  • 20 funds tracked by Wall St. Rank held cbdMD as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.