BCM
HLGN

Bridgeway Capital Management’s Heliogen, Inc. HLGN Stock Holding History

Bridgeway Capital Management’s Portfolio HLGN Stock Details HLGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,000
Closed -$56.7K – 1457
2023
Q3 		$56.7K Buy
+15,000
New +$109K ﹤0.01% 1289

Other funds holding HLGN

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

Bridgeway Capital Management's HLGN Position: Q4 2023 in Review

Bridgeway Capital Management sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 15,000 shares — an estimated $56.7K sold.

Bridgeway Capital Management first reported a position in HLGN in Q3 2023 and held it in 1 quarter. The position peaked at $56.7K in Q3 2023. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

  • Bridgeway Capital Management reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 15,000 Heliogen, Inc. shares in Q4 2023, an estimated $56.7K.
  • Bridgeway Capital Management first reported a position in Heliogen, Inc. in Q3 2023 and held it in 1 quarter.
  • Bridgeway Capital Management's Heliogen, Inc. position peaked at $56.7K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

Based on Bridgeway Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.