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 $4.85B AUM 144% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $244M AUM 80.12% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $581M AUM 108.65% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $1.94B AUM 444.09% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $699M AUM 600.17% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return