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Castleview Partners’s cbdMD YCBD Stock Holding History

Castleview Partners’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
2024
Q1 		– Sell
-3
Closed -$24 – 947
2023
Q4 		$24 Hold
3
– – ﹤0.01% 859
2023
Q3 		$24 Hold
3
– – ﹤0.01% 668
2023
Q2 		$32 Hold
3
– – ﹤0.01% 685
2023
Q1 		$195 Hold
3
– – ﹤0.01% 659
2022
Q4 		$227 Hold
3
– – ﹤0.01% 612
2022
Q3 		$0 Buy
3
+2
+200% +$287 ﹤0.01% 776
2022
Q2 		$11K Sell
1
-2
-67% -$474 0.01% 448
2022
Q1 		$1K Hold
3
– – ﹤0.01% 687
2021
Q4 		$1K Buy
+3
New +$1.74K 0.01% 397
2021
Q2 		$3K Buy
+3
New +$3.59K ﹤0.01% 848

Other funds holding YCBD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Castleview Partners's YCBD Position: Q1 2024 in Review

Castleview Partners sold out of cbdMD (YCBD) in Q1 2024, closing a stake of 3 shares — an estimated $24 sold.

Castleview Partners first reported a position in YCBD in Q2 2021 and held it in 10 quarters. The position peaked at $11K in Q2 2022. 19 funds tracked by Wall St. Rank hold YCBD as of Q1 2024.

  • Castleview Partners reported no remaining cbdMD position as of Q1 2024 after selling out during the quarter.
  • Castleview Partners sold 3 cbdMD shares in Q1 2024, an estimated $24.
  • Castleview Partners first reported a position in cbdMD in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's cbdMD position peaked at $11K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held cbdMD as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.