AWM
HELP

Activest Wealth Management’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Activest 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
Q1 		– Sell
-263
Closed -$2.96K – 369
2022
Q4 		$2.96K Hold
263
– – ﹤0.01% 386
2022
Q3 		$5K Buy
+263
New +$7.12K ﹤0.01% 344

Other funds holding HELP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Activest Wealth Management's HELP Position: Q1 2023 in Review

Activest Wealth Management sold out of Helus Pharma Inc. Common Stock (HELP) in Q1 2023, closing a stake of 263 shares — an estimated $2.96K sold.

Activest Wealth Management first reported a position in HELP in Q3 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 66 funds tracked by Wall St. Rank hold HELP as of Q1 2023.

  • Activest Wealth Management reported no remaining Helus Pharma Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 263 Helus Pharma Inc. Common Stock shares in Q1 2023, an estimated $2.96K.
  • Activest Wealth Management first reported a position in Helus Pharma Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Helus Pharma Inc. Common Stock position peaked at $5K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.