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EP Wealth Advisors’s cbdMD YCBD Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-97
Closed -$33K – 390
2020
Q1 		$33K Hold
97
– – ﹤0.01% 361
2019
Q4 		$79K Buy
+97
New +$116K ﹤0.01% 411

Other funds holding YCBD

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 $299B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

EP Wealth Advisors's YCBD Position: Q2 2020 in Review

EP Wealth Advisors sold out of cbdMD (YCBD) in Q2 2020, closing a stake of 97 shares — an estimated $33K sold.

EP Wealth Advisors first reported a position in YCBD in Q4 2019 and held it in 2 quarters. The position peaked at $79K in Q4 2019. 48 funds tracked by Wall St. Rank hold YCBD as of Q2 2020.

  • EP Wealth Advisors reported no remaining cbdMD position as of Q2 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 97 cbdMD shares in Q2 2020, an estimated $33K.
  • EP Wealth Advisors first reported a position in cbdMD in Q4 2019 and held it in 2 quarters.
  • EP Wealth Advisors's cbdMD position peaked at $79K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held cbdMD as of Q2 2020.

Based on EP Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.