Valley National Advisers’s cbdMD YCBD Stock Holding History

Valley National Advisers’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 Q2	–	Hold	0	–	–	–	1001
2023 Q1	–	Hold	0	–	–	–	992
2022 Q4	–	Hold	0	–	–	–	1001
2022 Q3	–	Hold	0	–	–	–	1009
2022 Q2	–	Hold	0	–	–	–	989
2022 Q1	–	Hold	0	–	–	–	994
2021 Q4	–	Hold	0	–	–	–	974
2021 Q3	–	Hold	0	–	–	–	954
2021 Q2	–	Hold	0	–	–	–	945
2021 Q1	–	Hold	0	–	–	–	921
2020 Q4	–	Hold	0	–	–	–	869
2020 Q3	–	Hold	0	–	–	–	850
2020 Q2	–	Hold	0	–	–	–	867
2020 Q1	–	Hold	0	–	–	–	859
2019 Q4	–	Hold	0	–	–	–	830
2019 Q3	–	Hold	0	–	–	–	831
2019 Q2	–	Hold	0	–	–	–	795

Other funds holding YCBD

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return