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Focused Wealth Management’s cbdMD YCBD Stock Holding History

Focused Wealth Management’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
-1
Closed -$1K – 918
2020
Q3 		$1K Hold
1
– – ﹤0.01% 750
2020
Q2 		$1K Buy
+1
New +$449 ﹤0.01% 732

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 $99.5M AUM 25.42% 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

Focused Wealth Management's YCBD Position: Q4 2020 in Review

Focused Wealth Management sold out of cbdMD (YCBD) in Q4 2020, closing a stake of 1 share — an estimated $1K sold.

Focused Wealth Management first reported a position in YCBD in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 49 funds tracked by Wall St. Rank hold YCBD as of Q4 2020.

  • Focused Wealth Management reported no remaining cbdMD position as of Q4 2020 after selling out during the quarter.
  • Focused Wealth Management sold 1 cbdMD share in Q4 2020, an estimated $1K.
  • Focused Wealth Management first reported a position in cbdMD in Q2 2020 and held it in 2 quarters.
  • Focused Wealth Management's cbdMD position peaked at $1K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held cbdMD as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.