CSPIA
HELP

Cary Street Partners Investment Advisory’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-13
Closed -$189 – 1878
2023
Q2 		$189 Hold
13
– – ﹤0.01% 1716
2023
Q1 		$193 Buy
+13
New +$211 ﹤0.01% 1642

Other funds holding HELP

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PIA
Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's HELP Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2023, closing a stake of 13 shares — an estimated $189 sold.

Cary Street Partners Investment Advisory first reported a position in HELP in Q1 2023 and held it in 2 quarters. The position peaked at $193 in Q1 2023. 70 funds tracked by Wall St. Rank hold HELP as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 13 Helus Pharma Inc. Common Stock shares in Q3 2023, an estimated $189.
  • Cary Street Partners Investment Advisory first reported a position in Helus Pharma Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Helus Pharma Inc. Common Stock position peaked at $193 in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.