XWM
ACB

Xcel Wealth Management’s Aurora Cannabis ACB Stock Holding History

Xcel Wealth Management’s Portfolio ACB Stock Details ACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-163
Closed -$17K – 100
2020
Q1 		$17K Hold
163
– – 0.02% 77
2019
Q4 		$42K Hold
163
– – 0.03% 71
2019
Q3 		$85K Buy
163
+19
+13% +$14.1K 0.08% 73
2019
Q2 		$135K Buy
144
+10
+7% +$10K 0.13% 74
2019
Q1 		$145K Sell
134
-30
-18% -$26.8K 0.15% 78
2018
Q4 		$97K Buy
+164
New +$121K 0.12% 62

Other funds holding ACB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Xcel Wealth Management's ACB Position: Q2 2020 in Review

Xcel Wealth Management sold out of Aurora Cannabis (ACB) in Q2 2020, closing a stake of 163 shares — an estimated $17K sold.

Xcel Wealth Management first reported a position in ACB in Q4 2018 and held it in 6 quarters. The position peaked at $145K in Q1 2019. 235 funds tracked by Wall St. Rank hold ACB as of Q2 2020.

  • Xcel Wealth Management reported no remaining Aurora Cannabis position as of Q2 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 163 Aurora Cannabis shares in Q2 2020, an estimated $17K.
  • Xcel Wealth Management first reported a position in Aurora Cannabis in Q4 2018 and held it in 6 quarters.
  • Xcel Wealth Management's Aurora Cannabis position peaked at $145K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held Aurora Cannabis as of Q2 2020.

Based on Xcel Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.