Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-316
Closed -$4.96K 865
2024
Q1
$4.96K Buy
+316
New +$4.57K ﹤0.01% 832

Other funds holding HELP

EP Wealth Advisors's HELP Position: Q2 2024 in Review

EP Wealth Advisors sold out of Cybin Inc (HELP) in Q2 2024, closing a stake of 316 shares — an estimated $4.96K sold.

EP Wealth Advisors first reported a position in HELP in Q1 2024 and held it in 1 quarter. The position peaked at $4.96K in Q1 2024. 98 funds tracked by Wall St. Rank hold HELP as of Q2 2024.

  • EP Wealth Advisors reported no remaining Cybin Inc position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 316 Cybin Inc shares in Q2 2024, an estimated $4.96K.
  • EP Wealth Advisors first reported a position in Cybin Inc in Q1 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Cybin Inc position peaked at $4.96K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Cybin Inc as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.