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

CarsonAllaria 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
2025 Q3	–	Sell	-13	Closed	-$109	–	140
2025 Q2	$109	Hold	13	–	–	﹤0.01%	353
2025 Q1	$82	Hold	13	–	–	﹤0.01%	363
2024 Q4	$115	Hold	13	–	–	﹤0.01%	344
2024 Q3	$116	Hold	13	–	–	﹤0.01%	389
2024 Q2	$136	Hold	13	–	–	﹤0.01%	372
2024 Q1	$207	Hold	13	–	–	﹤0.01%	386
2023 Q4	$205	Hold	13	–	–	﹤0.01%	348
2023 Q3	$266	Hold	13	–	–	﹤0.01%	354
2023 Q2	$189	Hold	13	–	–	﹤0.01%	381
2023 Q1	$193	Hold	13	–	–	﹤0.01%	364
2022 Q4	$0	Buy	+13	New	+$214	﹤0.01%	347
2022 Q3	–	Sell	-118	Closed	-$3K	–	334
2022 Q2	$3K	Hold	118	–	–	﹤0.01%	260
2022 Q1	$4K	Hold	118	–	–	﹤0.01%	260
2021 Q4	$5K	Buy	+118	New	+$7.47K	﹤0.01%	264

Other funds holding HELP

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

SFM

Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

CarsonAllaria Wealth Management's HELP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2025, closing a stake of 13 shares — an estimated $109 sold.

CarsonAllaria Wealth Management first reported a position in HELP in Q4 2021 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 74 funds tracked by Wall St. Rank hold HELP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 13 Helus Pharma Inc. Common Stock shares in Q3 2025, an estimated $109.
CarsonAllaria Wealth Management first reported a position in Helus Pharma Inc. Common Stock in Q4 2021 and held it in 14 quarters.
CarsonAllaria Wealth Management's Helus Pharma Inc. Common Stock position peaked at $5K in Q4 2021.
74 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.