Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
UCFA
HELP
United Capital Financial Advisors’s
Cybin Inc
HELP
Stock Holding History
United Capital Financial Advisors’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
2022
Q3
–
Sell
-263
Closed
-$6K
–
1093
2022
Q2
$6K
Hold
263
–
–
﹤0.01%
1116
2022
Q1
$8K
Hold
263
–
–
﹤0.01%
1157
2021
Q4
$12K
Hold
263
–
–
﹤0.01%
1197
2021
Q3
$22K
Buy
+263
New
+$23K
﹤0.01%
1193
Other funds holding HELP
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AI
AdvisorShares Investments
Bethesda, Maryland
$549M AUM
32.58%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
CF
Cantor Fitzgerald
New York
$2.76B AUM
29.01%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
EL
EMFO LLC
Weston, Florida
$112M AUM
18.79%
1-Year Est. Return
IWP
IAG Wealth Partners
Waukesha, Wisconsin
$896M AUM
15.29%
1-Year Est. Return
WS
Wedbush Securities
Los Angeles, California
$3.43B AUM
24.13%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close