Lionsbridge Wealth Management’s cbdMD YCBD Stock Holding History

Lionsbridge 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
2021 Q4	–	Sell	-835	Closed	-$624K	–	56
2021 Q3	$624K	Hold	835	–	–	0.67%	46
2021 Q2	$871K	Hold	835	–	–	0.93%	44
2021 Q1	$1.24M	Hold	835	–	–	1.21%	38
2020 Q4	$886K	Hold	835	–	–	0.96%	43
2020 Q3	$600K	Hold	835	–	–	0.72%	42
2020 Q2	$573K	Hold	835	–	–	0.65%	42
2020 Q1	$279K	Buy	835 +417	+100%	+$164K	0.33%	35
2019 Q4	$341K	Buy	+418	New	+$502K	0.32%	45

Other funds holding YCBD

Merlin Capital Newport, Rhode Island $33.5M AUM 36.34% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Lionsbridge Wealth Management's YCBD Position: Q4 2021 in Review

Lionsbridge Wealth Management sold out of cbdMD (YCBD) in Q4 2021, closing a stake of 835 shares — an estimated $624K sold.

Lionsbridge Wealth Management first reported a position in YCBD in Q4 2019 and held it in 8 quarters. The position peaked at $1.24M in Q1 2021. 51 funds tracked by Wall St. Rank hold YCBD as of Q4 2021.

Lionsbridge Wealth Management reported no remaining cbdMD position as of Q4 2021 after selling out during the quarter.
Lionsbridge Wealth Management sold 835 cbdMD shares in Q4 2021, an estimated $624K.
Lionsbridge Wealth Management first reported a position in cbdMD in Q4 2019 and held it in 8 quarters.
Lionsbridge Wealth Management's cbdMD position peaked at $1.24M in Q1 2021.
51 funds tracked by Wall St. Rank held cbdMD as of Q4 2021.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.