EP
HELP

Essential Planning’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-15,600
Closed -$158K – 125
2024
Q4 		$158K Buy
+15,600
New +$158K ﹤0.01% 309

Other funds holding HELP

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Essential Planning's HELP Position: Q1 2025 in Review

Essential Planning sold out of Helus Pharma Inc. Common Stock (HELP) in Q1 2025, closing a stake of 15,600 shares — an estimated $158K sold.

Essential Planning first reported a position in HELP in Q4 2024 and held it in 1 quarter. The position peaked at $158K in Q4 2024. 56 funds tracked by Wall St. Rank hold HELP as of Q1 2025.

  • Essential Planning reported no remaining Helus Pharma Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 15,600 Helus Pharma Inc. Common Stock shares in Q1 2025, an estimated $158K.
  • Essential Planning first reported a position in Helus Pharma Inc. Common Stock in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Helus Pharma Inc. Common Stock position peaked at $158K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.