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Liberty Wealth Management’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

Liberty Wealth Management’s Portfolio YOLO Stock Details YOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-448
Closed -$7K – 1138
2021
Q3 		$7K Hold
448
– – ﹤0.01% 897
2021
Q2 		$9K Buy
448
+408
+1,020% +$8.59K ﹤0.01% 688
2021
Q1 		$2K Buy
40
+10
+33% +$239 ﹤0.01% 841
2020
Q4 		$0 Buy
+30
New +$427 ﹤0.01% 1086

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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Liberty Wealth Management's YOLO Position: Q4 2021 in Review

Liberty Wealth Management sold out of AdvisorShares Pure Cannabis ETF (YOLO) in Q4 2021, closing a stake of 448 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in YOLO in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 88 funds tracked by Wall St. Rank hold YOLO as of Q4 2021.

  • Liberty Wealth Management reported no remaining AdvisorShares Pure Cannabis ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 448 AdvisorShares Pure Cannabis ETF shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in AdvisorShares Pure Cannabis ETF in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's AdvisorShares Pure Cannabis ETF position peaked at $9K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.