SIS
HELP

Sound Income Strategies’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-77
Closed -$900 – 1074
2022
Q4 		$900 Hold
77
– – ﹤0.01% 866
2022
Q3 		$1K Hold
77
– – ﹤0.01% 771
2022
Q2 		$2K Buy
+77
New +$1.87K ﹤0.01% 702

Other funds holding HELP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sound Income Strategies's HELP Position: Q1 2023 in Review

Sound Income Strategies sold out of Helus Pharma Inc. Common Stock (HELP) in Q1 2023, closing a stake of 77 shares — an estimated $900 sold.

Sound Income Strategies first reported a position in HELP in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 66 funds tracked by Wall St. Rank hold HELP as of Q1 2023.

  • Sound Income Strategies reported no remaining Helus Pharma Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Sound Income Strategies sold 77 Helus Pharma Inc. Common Stock shares in Q1 2023, an estimated $900.
  • Sound Income Strategies first reported a position in Helus Pharma Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Sound Income Strategies's Helus Pharma Inc. Common Stock position peaked at $2K in Q2 2022.
  • 66 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.