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YCBD icon

Allworth Financial’s cbdMD YCBD Stock Holding History

Allworth Financial’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
Q2 		– Sell
-7
Closed -$488 – 3400
2023
Q1 		$488 Hold
7
– – ﹤0.01% 2845
2022
Q4 		$568 Hold
7
– – ﹤0.01% 2605
2022
Q3 		$1K Hold
7
– – ﹤0.01% 2552
2022
Q2 		$1K Hold
7
– – ﹤0.01% 2297
2022
Q1 		$3K Hold
7
– – ﹤0.01% 1753
2021
Q4 		$3K Hold
7
– – ﹤0.01% 1684
2021
Q3 		$5K Hold
7
– – ﹤0.01% 1544
2021
Q2 		$7K Hold
7
– – ﹤0.01% 1147
2021
Q1 		$10K Buy
+7
New +$10.2K ﹤0.01% 996

Other funds holding YCBD

AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's YCBD Position: Q2 2023 in Review

Allworth Financial sold out of cbdMD (YCBD) in Q2 2023, closing a stake of 7 shares — an estimated $488 sold.

Allworth Financial first reported a position in YCBD in Q1 2021 and held it in 9 quarters. The position peaked at $10K in Q1 2021. 20 funds tracked by Wall St. Rank hold YCBD as of Q2 2023.

  • Allworth Financial reported no remaining cbdMD position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 7 cbdMD shares in Q2 2023, an estimated $488.
  • Allworth Financial first reported a position in cbdMD in Q1 2021 and held it in 9 quarters.
  • Allworth Financial's cbdMD position peaked at $10K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held cbdMD as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.