T
HELP

TCWP’s Cybin Inc HELP Stock Holding History

TCWP’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
2023
Q2 		– Sell
-584
Closed -$8.69K – 190
2023
Q1 		$8.69K Sell
584
-842
-59% -$13.6K ﹤0.01% 245
2022
Q4 		$16.6K Buy
1,426
+137
+11% +$2.26K ﹤0.01% 256
2022
Q3 		$23K Sell
1,289
-264
-17% -$7.15K ﹤0.01% 264
2022
Q2 		$32K Sell
1,553
-250
-14% -$6.06K 0.01% 262
2022
Q1 		$55K Sell
1,803
-889
-33% -$32.5K 0.01% 458
2021
Q4 		$121K Buy
+2,692
New +$171K 0.02% 257

Other funds holding HELP

AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TCWP's HELP Position: Q2 2023 in Review

TCWP sold out of Cybin Inc (HELP) in Q2 2023, closing a stake of 584 shares — an estimated $8.69K sold.

TCWP first reported a position in HELP in Q4 2021 and held it in 6 quarters. The position peaked at $121K in Q4 2021. 61 funds tracked by Wall St. Rank hold HELP as of Q2 2023.

  • TCWP reported no remaining Cybin Inc position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 584 Cybin Inc shares in Q2 2023, an estimated $8.69K.
  • TCWP first reported a position in Cybin Inc in Q4 2021 and held it in 6 quarters.
  • TCWP's Cybin Inc position peaked at $121K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Cybin Inc as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.