IAA
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Independent Advisor Alliance’s cbdMD YCBD Stock Holding History

Independent Advisor Alliance’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
2019
Q4 		– Sell
-53
Closed -$75K – 908
2019
Q3 		$75K Sell
53
-3
-5% -$4.81K 0.01% 443
2019
Q2 		$118K Buy
56
+28
+100% +$56.8K 0.02% 394
2019
Q1 		$44K Buy
+28
New +$44K 0.01% 430

Other funds holding YCBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Independent Advisor Alliance's YCBD Position: Q4 2019 in Review

Independent Advisor Alliance sold out of cbdMD (YCBD) in Q4 2019, closing a stake of 53 shares — an estimated $75K sold.

Independent Advisor Alliance first reported a position in YCBD in Q1 2019 and held it in 3 quarters. The position peaked at $118K in Q2 2019. 46 funds tracked by Wall St. Rank hold YCBD as of Q4 2019.

  • Independent Advisor Alliance reported no remaining cbdMD position as of Q4 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 53 cbdMD shares in Q4 2019, an estimated $75K.
  • Independent Advisor Alliance first reported a position in cbdMD in Q1 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's cbdMD position peaked at $118K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held cbdMD as of Q4 2019.

Based on Independent Advisor Alliance's 13F filing for Q4 2019, filed 7 Feb 2020.