Commonwealth Equity Services
HLGN

Commonwealth Equity Services’s Heliogen, Inc. HLGN Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-321
Closed -$2 – 3955
2023
Q1 		$2 Buy
+321
New +$4.87K ﹤0.01% 3770

Other funds holding HLGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

Commonwealth Equity Services's HLGN Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Heliogen, Inc. (HLGN) in Q2 2023, closing a stake of 321 shares — an estimated $2 sold.

Commonwealth Equity Services first reported a position in HLGN in Q1 2023 and held it in 1 quarter. The position peaked at $2 in Q1 2023. 71 funds tracked by Wall St. Rank hold HLGN as of Q2 2023.

  • Commonwealth Equity Services reported no remaining Heliogen, Inc. position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 321 Heliogen, Inc. shares in Q2 2023, an estimated $2.
  • Commonwealth Equity Services first reported a position in Heliogen, Inc. in Q1 2023 and held it in 1 quarter.
  • Commonwealth Equity Services's Heliogen, Inc. position peaked at $2 in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.