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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

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AI
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SAM
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FIA
FNY Investment Advisers New York $277M 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 $896M AUM 15.29% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return