CIBC Private Wealth Group
HLGN

CIBC Private Wealth Group’s Heliogen, Inc. HLGN Stock Holding History

CIBC Private Wealth Group’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
2024
Q1 		– Sell
-18,389
Closed -$36.8K – 3076
2023
Q4 		$36.8K Hold
18,389
– – ﹤0.01% 1114
2023
Q3 		$69.5K Buy
+18,389
New +$134K ﹤0.01% 1046
2023
Q1 		– Sell
-18,390
Closed -$449K – 946
2022
Q4 		$449K Hold
18,390
– – ﹤0.01% 633
2022
Q3 		$1.2M Buy
+18,390
New +$1.44M ﹤0.01% 556

Other funds holding HLGN

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

CIBC Private Wealth Group's HLGN Position: Q1 2024 in Review

CIBC Private Wealth Group sold out of Heliogen, Inc. (HLGN) in Q1 2024, closing a stake of 18,389 shares — an estimated $36.8K sold.

CIBC Private Wealth Group first reported a position in HLGN in Q3 2022 and held it in 4 quarters. The position peaked at $1.2M in Q3 2022. 3 funds tracked by Wall St. Rank hold HLGN as of Q1 2024.

  • CIBC Private Wealth Group reported no remaining Heliogen, Inc. position as of Q1 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 18,389 Heliogen, Inc. shares in Q1 2024, an estimated $36.8K.
  • CIBC Private Wealth Group first reported a position in Heliogen, Inc. in Q3 2022 and held it in 4 quarters.
  • CIBC Private Wealth Group's Heliogen, Inc. position peaked at $1.2M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q1 2024.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.