Comerica Bank’s Heliogen, Inc. HLGN Stock Holding History

Comerica Bank’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	-2,171	Closed	-$8.21K	–	3871
2023 Q3	$8.21K	Buy	+2,171	New	+$15.8K	﹤0.01%	3240
2022 Q4	$23K	Hold	1,000	–	–	﹤0.01%	2123
2022 Q3	$65K	Buy	1,000 +88	+10%	+$6.87K	﹤0.01%	2105
2022 Q2	$64K	Buy	+912	New	+$119K	﹤0.01%	2133

Other funds holding HLGN

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 $7.52B AUM 29.01% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

Comerica Bank's HLGN Position: Q4 2023 in Review

Comerica Bank sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 2,171 shares — an estimated $8.21K sold.

Comerica Bank first reported a position in HLGN in Q2 2022 and held it in 4 quarters. The position peaked at $65K in Q3 2022. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

Comerica Bank reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
Comerica Bank sold 2,171 Heliogen, Inc. shares in Q4 2023, an estimated $8.21K.
Comerica Bank first reported a position in Heliogen, Inc. in Q2 2022 and held it in 4 quarters.
Comerica Bank's Heliogen, Inc. position peaked at $65K in Q3 2022.
5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

Based on Comerica Bank's 13F filing for Q4 2023, filed 14 Feb 2024.