DWM
HELP

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

Drive 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
2023
Q2 		– Sell
-301
Closed -$4.44K – 289
2023
Q1 		$4.44K Hold
301
– – ﹤0.01% 289
2022
Q4 		$3.45K Buy
+301
New +$4.97K ﹤0.01% 251

Other funds holding HELP

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Drive Wealth Management's HELP Position: Q2 2023 in Review

Drive Wealth Management sold out of Helus Pharma Inc. Common Stock (HELP) in Q2 2023, closing a stake of 301 shares — an estimated $4.44K sold.

Drive Wealth Management first reported a position in HELP in Q4 2022 and held it in 2 quarters. The position peaked at $4.44K in Q1 2023. 61 funds tracked by Wall St. Rank hold HELP as of Q2 2023.

  • Drive Wealth Management reported no remaining Helus Pharma Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 301 Helus Pharma Inc. Common Stock shares in Q2 2023, an estimated $4.44K.
  • Drive Wealth Management first reported a position in Helus Pharma Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Drive Wealth Management's Helus Pharma Inc. Common Stock position peaked at $4.44K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.