CWM
HELP

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

Connecticut 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
2024
Q1 		– Sell
-835
Closed -$13K – 327
2023
Q4 		$13K Sell
835
-582
-41% -$10.8K ﹤0.01% 321
2023
Q3 		$28.5K Buy
+1,417
New +$20.9K ﹤0.01% 291

Other funds holding HELP

DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Connecticut Wealth Management's HELP Position: Q1 2024 in Review

Connecticut Wealth Management sold out of Helus Pharma Inc. Common Stock (HELP) in Q1 2024, closing a stake of 835 shares — an estimated $13K sold.

Connecticut Wealth Management first reported a position in HELP in Q3 2023 and held it in 2 quarters. The position peaked at $28.5K in Q3 2023. 107 funds tracked by Wall St. Rank hold HELP as of Q1 2024.

  • Connecticut Wealth Management reported no remaining Helus Pharma Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 835 Helus Pharma Inc. Common Stock shares in Q1 2024, an estimated $13K.
  • Connecticut Wealth Management first reported a position in Helus Pharma Inc. Common Stock in Q3 2023 and held it in 2 quarters.
  • Connecticut Wealth Management's Helus Pharma Inc. Common Stock position peaked at $28.5K in Q3 2023.
  • 107 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q1 2024.

Based on Connecticut Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.