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Sunbelt Securities’s cbdMD YCBD Stock Holding History

Sunbelt Securities’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
-1
Closed -$2 – 1930
2024
Q3 		$2 Buy
+1
New +$4 ﹤0.01% 1845

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

Sunbelt Securities's YCBD Position: Q4 2024 in Review

Sunbelt Securities sold out of cbdMD (YCBD) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

Sunbelt Securities first reported a position in YCBD in Q3 2024 and held it in 1 quarter. The position peaked at $2 in Q3 2024. 16 funds tracked by Wall St. Rank hold YCBD as of Q4 2024.

  • Sunbelt Securities reported no remaining cbdMD position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1 cbdMD share in Q4 2024, an estimated $2.
  • Sunbelt Securities first reported a position in cbdMD in Q3 2024 and held it in 1 quarter.
  • Sunbelt Securities's cbdMD position peaked at $2 in Q3 2024.
  • 16 funds tracked by Wall St. Rank held cbdMD as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.