MFG
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Merit Financial Group’s cbdMD YCBD Stock Holding History

Merit Financial Group’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
2023
Q1 		– Sell
-48
Closed -$3.88K – 735
2022
Q4 		$3.88K Hold
48
– – ﹤0.01% 694
2022
Q3 		$4K Hold
48
– – ﹤0.01% 576
2022
Q2 		$8K Buy
+48
New +$11.4K ﹤0.01% 578

Other funds holding YCBD

AI
AXS Investments Port Chester, New York $248M AUM 15.95% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Merit Financial Group's YCBD Position: Q1 2023 in Review

Merit Financial Group sold out of cbdMD (YCBD) in Q1 2023, closing a stake of 48 shares — an estimated $3.88K sold.

Merit Financial Group first reported a position in YCBD in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 43 funds tracked by Wall St. Rank hold YCBD as of Q1 2023.

  • Merit Financial Group reported no remaining cbdMD position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 48 cbdMD shares in Q1 2023, an estimated $3.88K.
  • Merit Financial Group first reported a position in cbdMD in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's cbdMD position peaked at $8K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held cbdMD as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.