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Newbridge Financial Services Group’s cbdMD YCBD Stock Holding History

Newbridge Financial Services 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
2024
Q4 		– Sell
-3
Closed -$9 – 1188
2024
Q3 		$9 Sell
3
-5
-63% -$22 ﹤0.01% 651
2024
Q2 		$38 Hold
8
– – ﹤0.01% 1070
2024
Q1 		$60 Hold
8
– – ﹤0.01% 1150
2023
Q4 		$68 Hold
8
– – ﹤0.01% 1095
2023
Q3 		$67 Hold
8
– – ﹤0.01% 1256
2023
Q2 		$91 Sell
8
-2
-20% -$52 ﹤0.01% 1304
2023
Q1 		$702 Hold
10
– – ﹤0.01% 1301
2022
Q4 		$817 Hold
10
– – ﹤0.01% 1321
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1354
2022
Q2 		$2K Sell
10
-3
-23% -$710 ﹤0.01% 1234
2022
Q1 		$5K Hold
13
– – ﹤0.01% 1121
2021
Q4 		$5K Hold
13
– – ﹤0.01% 1093
2021
Q3 		$10K Sell
13
-47
-78% -$39.3K 0.01% 885
2021
Q2 		$63K Buy
60
+47
+362% +$56.2K 0.04% 371
2021
Q1 		$19K Sell
13
-11
-46% -$16K 0.01% 714
2020
Q4 		$25K Buy
24
+9
+60% +$8.18K 0.02% 488
2020
Q3 		$11K Buy
+15
New +$14.3K 0.01% 660

Other funds holding YCBD

CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newbridge Financial Services Group's YCBD Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of cbdMD (YCBD) in Q4 2024, closing a stake of 3 shares — an estimated $9 sold.

Newbridge Financial Services Group first reported a position in YCBD in Q3 2020 and held it in 17 quarters. The position peaked at $63K in Q2 2021. 16 funds tracked by Wall St. Rank hold YCBD as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining cbdMD position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3 cbdMD shares in Q4 2024, an estimated $9.
  • Newbridge Financial Services Group first reported a position in cbdMD in Q3 2020 and held it in 17 quarters.
  • Newbridge Financial Services Group's cbdMD position peaked at $63K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held cbdMD as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.