MWM
HELP

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

Marietta 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
Q3 		– Sell
-539
Closed -$7.75K – 103
2023
Q2 		$7.75K Buy
+539
New +$6.48K ﹤0.01% 106

Other funds holding HELP

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Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VF
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
WS
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

Marietta Wealth Management's HELP Position: Q3 2023 in Review

Marietta Wealth Management sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2023, closing a stake of 539 shares — an estimated $7.75K sold.

Marietta Wealth Management first reported a position in HELP in Q2 2023 and held it in 1 quarter. The position peaked at $7.75K in Q2 2023. 70 funds tracked by Wall St. Rank hold HELP as of Q3 2023.

  • Marietta Wealth Management reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Marietta Wealth Management sold 539 Helus Pharma Inc. Common Stock shares in Q3 2023, an estimated $7.75K.
  • Marietta Wealth Management first reported a position in Helus Pharma Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Marietta Wealth Management's Helus Pharma Inc. Common Stock position peaked at $7.75K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2023.

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