Bank of Montreal
YCBD icon

Bank of Montreal’s cbdMD YCBD Stock Holding History

Bank of Montreal’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
2020
Q4 		– Sell
-19
Closed -$12K – 5141
2020
Q3 		$12K Buy
19
+18
+1,800% +$17.2K ﹤0.01% 4074
2020
Q2 		$1K Hold
1
– – ﹤0.01% 4584
2020
Q1 		$0 Sell
1
-4
-80% -$1.58K ﹤0.01% 4797
2019
Q4 		$4K Sell
5
-72
-94% -$86.4K ﹤0.01% 4729
2019
Q3 		$111K Buy
77
+75
+3,750% +$120K ﹤0.01% 3238
2019
Q2 		$5K Buy
+2
New +$4.06K ﹤0.01% 4681

Other funds holding YCBD

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal's YCBD Position: Q4 2020 in Review

Bank of Montreal sold out of cbdMD (YCBD) in Q4 2020, closing a stake of 19 shares — an estimated $12K sold.

Bank of Montreal first reported a position in YCBD in Q2 2019 and held it in 6 quarters. The position peaked at $111K in Q3 2019. 49 funds tracked by Wall St. Rank hold YCBD as of Q4 2020.

  • Bank of Montreal reported no remaining cbdMD position as of Q4 2020 after selling out during the quarter.
  • Bank of Montreal sold 19 cbdMD shares in Q4 2020, an estimated $12K.
  • Bank of Montreal first reported a position in cbdMD in Q2 2019 and held it in 6 quarters.
  • Bank of Montreal's cbdMD position peaked at $111K in Q3 2019.
  • 49 funds tracked by Wall St. Rank held cbdMD as of Q4 2020.

Based on Bank of Montreal's 13F filing for Q4 2020, filed 12 Feb 2021.