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

Clearview Wealth 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
2023 Q3	–	Sell	-13	Closed	-$189	–	226
2023 Q2	$189	Hold	13	–	–	﹤0.01%	664
2023 Q1	$193	Hold	13	–	–	﹤0.01%	649
2022 Q4	$149	Hold	13	–	–	﹤0.01%	598
2022 Q3	$0	Hold	13	–	–	﹤0.01%	589
2022 Q2	$0	Hold	13	–	–	﹤0.01%	595
2022 Q1	$0	Hold	13	–	–	﹤0.01%	632
2021 Q4	$1K	Buy	13 +2	+18%	+$127	﹤0.01%	628
2021 Q3	$1K	Buy	+11	New	+$963	﹤0.01%	614

Other funds holding HELP

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Clearview Wealth Advisors's HELP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2023, closing a stake of 13 shares — an estimated $189 sold.

Clearview Wealth Advisors first reported a position in HELP in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 70 funds tracked by Wall St. Rank hold HELP as of Q3 2023.

Clearview Wealth Advisors reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 13 Helus Pharma Inc. Common Stock shares in Q3 2023, an estimated $189.
Clearview Wealth Advisors first reported a position in Helus Pharma Inc. Common Stock in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's Helus Pharma Inc. Common Stock position peaked at $1K in Q4 2021.
70 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.