Next Financial Group’s cbdMD YCBD Stock Holding History

Next 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
2019 Q4	–	Sell	-2	Closed	-$3K	–	2544
2019 Q3	$3K	Buy	+2	New	+$3.21K	﹤0.01%	2052

Other funds holding YCBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Next Financial Group's YCBD Position: Q4 2019 in Review

Next Financial Group sold out of cbdMD (YCBD) in Q4 2019, closing a stake of 2 shares — an estimated $3K sold.

Next Financial Group first reported a position in YCBD in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 46 funds tracked by Wall St. Rank hold YCBD as of Q4 2019.

Next Financial Group reported no remaining cbdMD position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 2 cbdMD shares in Q4 2019, an estimated $3K.
Next Financial Group first reported a position in cbdMD in Q3 2019 and held it in 1 quarter.
Next Financial Group's cbdMD position peaked at $3K in Q3 2019.
46 funds tracked by Wall St. Rank held cbdMD as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.