Creative Planning
HELP

Creative Planning’s Cybin Inc HELP Stock Holding History

Creative Planning’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
2024
Q3 		– Sell
-480
Closed -$4.93K – 3224
2024
Q2 		$4.93K Buy
480
+26
+6% +$340 ﹤0.01% 3027
2024
Q1 		$7.13K Sell
454
-231
-34% -$3.34K ﹤0.01% 2879
2023
Q4 		$10.7K Buy
685
+165
+32% +$3.07K ﹤0.01% 2716
2023
Q3 		$10.5K Buy
520
+232
+81% +$3.42K ﹤0.01% 2652
2023
Q2 		$4.14K Hold
288
– – ﹤0.01% 2575
2023
Q1 		$4.22K Sell
288
-27
-9% -$438 ﹤0.01% 2495
2022
Q4 		$3.56K Sell
315
-9
-3% -$148 ﹤0.01% 2401
2022
Q3 		$6K Sell
324
-26
-7% -$704 ﹤0.01% 2256
2022
Q2 		$7K Sell
350
-9
-3% -$218 ﹤0.01% 2208
2022
Q1 		$11K Sell
359
-15
-4% -$548 ﹤0.01% 2187
2021
Q4 		$17K Sell
374
-2
-0.5% -$127 ﹤0.01% 2046
2021
Q3 		$31K Buy
+376
New +$32.9K ﹤0.01% 2025

Other funds holding HELP

DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Creative Planning's HELP Position: Q3 2024 in Review

Creative Planning sold out of Cybin Inc (HELP) in Q3 2024, closing a stake of 480 shares — an estimated $4.93K sold.

Creative Planning first reported a position in HELP in Q3 2021 and held it in 12 quarters. The position peaked at $31K in Q3 2021. 46 funds tracked by Wall St. Rank hold HELP as of Q3 2024.

  • Creative Planning reported no remaining Cybin Inc position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 480 Cybin Inc shares in Q3 2024, an estimated $4.93K.
  • Creative Planning first reported a position in Cybin Inc in Q3 2021 and held it in 12 quarters.
  • Creative Planning's Cybin Inc position peaked at $31K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Cybin Inc as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.