HCR Wealth Advisors’s cbdMD YCBD Stock Holding History

HCR 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 Q3	–	Sell	-56	Closed	-$38K	–	263
2020 Q2	$38K	Buy	+56	New	+$25.1K	0.01%	184

Other funds holding YCBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HCR Wealth Advisors's YCBD Position: Q3 2020 in Review

HCR Wealth Advisors sold out of cbdMD (YCBD) in Q3 2020, closing a stake of 56 shares — an estimated $38K sold.

HCR Wealth Advisors first reported a position in YCBD in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 43 funds tracked by Wall St. Rank hold YCBD as of Q3 2020.

HCR Wealth Advisors reported no remaining cbdMD position as of Q3 2020 after selling out during the quarter.
HCR Wealth Advisors sold 56 cbdMD shares in Q3 2020, an estimated $38K.
HCR Wealth Advisors first reported a position in cbdMD in Q2 2020 and held it in 1 quarter.
HCR Wealth Advisors's cbdMD position peaked at $38K in Q2 2020.
43 funds tracked by Wall St. Rank held cbdMD as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.