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CWM
HELP
CarsonAllaria Wealth Management’s
Cybin Inc
HELP
Stock Holding History
CarsonAllaria Wealth Management’s Portfolio
HELP Stock Details
HELP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-13
Closed
-$109
–
140
2025
Q2
$109
Hold
13
–
–
﹤0.01%
353
2025
Q1
$82
Hold
13
–
–
﹤0.01%
363
2024
Q4
$115
Hold
13
–
–
﹤0.01%
344
2024
Q3
$116
Hold
13
–
–
﹤0.01%
389
2024
Q2
$136
Hold
13
–
–
﹤0.01%
372
2024
Q1
$207
Hold
13
–
–
﹤0.01%
386
2023
Q4
$205
Hold
13
–
–
﹤0.01%
348
2023
Q3
$266
Hold
13
–
–
﹤0.01%
354
2023
Q2
$189
Hold
13
–
–
﹤0.01%
381
2023
Q1
$193
Hold
13
–
–
﹤0.01%
364
2022
Q4
$0
Buy
+13
New
+$214
﹤0.01%
347
2022
Q3
–
Sell
-118
Closed
-$3K
–
334
2022
Q2
$3K
Hold
118
–
–
﹤0.01%
260
2022
Q1
$4K
Hold
118
–
–
﹤0.01%
260
2021
Q4
$5K
Buy
+118
New
+$7.47K
﹤0.01%
264
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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