IWC
HELP

Integrated Wealth Concepts’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-2,028
Closed -$20.9K – 1694
2024
Q2 		$20.9K Buy
2,028
+789
+64% +$10.3K ﹤0.01% 1630
2024
Q1 		$19.5K Buy
+1,239
New +$17.9K ﹤0.01% 1637

Other funds holding HELP

DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 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
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Integrated Wealth Concepts's HELP Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2024, closing a stake of 2,028 shares — an estimated $20.9K sold.

Integrated Wealth Concepts first reported a position in HELP in Q1 2024 and held it in 2 quarters. The position peaked at $20.9K in Q2 2024. 46 funds tracked by Wall St. Rank hold HELP as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,028 Helus Pharma Inc. Common Stock shares in Q3 2024, an estimated $20.9K.
  • Integrated Wealth Concepts first reported a position in Helus Pharma Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Helus Pharma Inc. Common Stock position peaked at $20.9K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.