WLPWM
HELP

Walled Lake Planning & Wealth Management’s Cybin Inc HELP Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-1,526
Closed -$30.7K – 108
2023
Q3 		$30.7K Hold
1,526
– – 0.02% 102
2023
Q2 		$21.9K Hold
1,526
– – 0.01% 99
2023
Q1 		$22.7K Buy
+1,526
New +$24.7K 0.01% 86
2022
Q4 		– Sell
-1,526
Closed -$28K – 61
2022
Q3 		$28K Hold
1,526
– – 0.02% 76
2022
Q2 		$32K Hold
1,526
– – 0.02% 74
2022
Q1 		$47K Hold
1,526
– – 0.03% 87
2021
Q4 		$69K Buy
+1,526
New +$96.7K 0.04% 94

Other funds holding HELP

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 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
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HELP Position: Q4 2023 in Review

Walled Lake Planning & Wealth Management sold out of Cybin Inc (HELP) in Q4 2023, closing a stake of 1,526 shares — an estimated $30.7K sold.

Walled Lake Planning & Wealth Management first reported a position in HELP in Q4 2021 and held it in 7 quarters. The position peaked at $69K in Q4 2021. 86 funds tracked by Wall St. Rank hold HELP as of Q4 2023.

  • Walled Lake Planning & Wealth Management reported no remaining Cybin Inc position as of Q4 2023 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,526 Cybin Inc shares in Q4 2023, an estimated $30.7K.
  • Walled Lake Planning & Wealth Management first reported a position in Cybin Inc in Q4 2021 and held it in 7 quarters.
  • Walled Lake Planning & Wealth Management's Cybin Inc position peaked at $69K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Cybin Inc as of Q4 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.