UCFA
HELP

United Capital Financial Advisors’s Helus Pharma Inc. Common Stock HELP Stock Holding History

United Capital Financial Advisors’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
2022
Q3 		– Sell
-263
Closed -$6K – 1093
2022
Q2 		$6K Hold
263
– – ﹤0.01% 1116
2022
Q1 		$8K Hold
263
– – ﹤0.01% 1157
2021
Q4 		$12K Hold
263
– – ﹤0.01% 1197
2021
Q3 		$22K Buy
+263
New +$23K ﹤0.01% 1193

Other funds holding HELP

O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 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

United Capital Financial Advisors's HELP Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Helus Pharma Inc. Common Stock (HELP) in Q3 2022, closing a stake of 263 shares — an estimated $6K sold.

United Capital Financial Advisors first reported a position in HELP in Q3 2021 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 61 funds tracked by Wall St. Rank hold HELP as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Helus Pharma Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 263 Helus Pharma Inc. Common Stock shares in Q3 2022, an estimated $6K.
  • United Capital Financial Advisors first reported a position in Helus Pharma Inc. Common Stock in Q3 2021 and held it in 4 quarters.
  • United Capital Financial Advisors's Helus Pharma Inc. Common Stock position peaked at $22K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.