CIAS
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Capital Investment Advisory Services’s cbdMD YCBD Stock Holding History

Capital Investment Advisory Services’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 		– Sell
-11
Closed -$16K – 1270
2019
Q3 		$16K Hold
11
– – ﹤0.01% 879
2019
Q2 		$16K Buy
+11
New +$22.3K ﹤0.01% 849

Other funds holding YCBD

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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Capital Investment Advisory Services's YCBD Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of cbdMD (YCBD) in Q4 2019, closing a stake of 11 shares — an estimated $16K sold.

Capital Investment Advisory Services first reported a position in YCBD in Q2 2019 and held it in 2 quarters. The position peaked at $16K in Q3 2019. 46 funds tracked by Wall St. Rank hold YCBD as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining cbdMD position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 11 cbdMD shares in Q4 2019, an estimated $16K.
  • Capital Investment Advisory Services first reported a position in cbdMD in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's cbdMD position peaked at $16K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held cbdMD as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.