CA
HELP

Clearstead Advisors’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Clearstead 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
Q2 		– Sell
-104
Closed -$3K – 1314
2022
Q1 		$3K Hold
104
– – ﹤0.01% 1142
2021
Q4 		$5K Buy
104
+51
+96% +$3.23K ﹤0.01% 991
2021
Q3 		$4K Buy
+53
New +$4.64K ﹤0.01% 1046

Other funds holding HELP

O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PCC
Perry Creek Capital New York $218M AUM 18.4% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Clearstead Advisors's HELP Position: Q2 2022 in Review

Clearstead Advisors sold out of Helus Pharma Inc. Common Stock (HELP) in Q2 2022, closing a stake of 104 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in HELP in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 60 funds tracked by Wall St. Rank hold HELP as of Q2 2022.

  • Clearstead Advisors reported no remaining Helus Pharma Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 104 Helus Pharma Inc. Common Stock shares in Q2 2022, an estimated $3K.
  • Clearstead Advisors first reported a position in Helus Pharma Inc. Common Stock in Q3 2021 and held it in 3 quarters.
  • Clearstead Advisors's Helus Pharma Inc. Common Stock position peaked at $5K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.