Creative Planning’s cbdMD YCBD Stock Holding History

Creative Planning’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	-42	Closed	-$2.95K	–	2859
2023 Q1	$2.95K	Hold	42	–	–	﹤0.01%	2506
2022 Q4	$3.44K	Buy	42 +14	+50%	+$1.41K	﹤0.01%	2402
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	2293
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	2237
2022 Q1	$11K	Buy	+28	New	+$9.46K	﹤0.01%	2189

Other funds holding YCBD

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's YCBD Position: Q2 2023 in Review

Creative Planning sold out of cbdMD (YCBD) in Q2 2023, closing a stake of 42 shares — an estimated $2.95K sold.

Creative Planning first reported a position in YCBD in Q1 2022 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 20 funds tracked by Wall St. Rank hold YCBD as of Q2 2023.

Creative Planning reported no remaining cbdMD position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 42 cbdMD shares in Q2 2023, an estimated $2.95K.
Creative Planning first reported a position in cbdMD in Q1 2022 and held it in 5 quarters.
Creative Planning's cbdMD position peaked at $11K in Q1 2022.
20 funds tracked by Wall St. Rank held cbdMD as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.