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

Deutsche 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	-745	Closed	-$2.82K	–	3795
2023 Q3	$2.82K	Buy	745 +414	+125%	+$3.01K	﹤0.01%	3632
2023 Q2	$2.83K	Sell	331 -1,332	-80%	-$12.2K	﹤0.01%	3719
2023 Q1	$14K	Buy	1,663 +400	+32%	+$6.07K	﹤0.01%	3749
2022 Q4	$30.9K	Buy	1,263 +175	+16%	+$7.89K	﹤0.01%	3696
2022 Q3	$71K	Buy	1,088 +578	+113%	+$45.1K	﹤0.01%	3481
2022 Q2	$38K	Buy	+510	New	+$66.3K	﹤0.01%	3835

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

Deutsche Bank's HLGN Position: Q4 2023 in Review

Deutsche Bank sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 745 shares — an estimated $2.82K sold.

Deutsche Bank first reported a position in HLGN in Q2 2022 and held it in 6 quarters. The position peaked at $71K in Q3 2022. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

Deutsche Bank reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
Deutsche Bank sold 745 Heliogen, Inc. shares in Q4 2023, an estimated $2.82K.
Deutsche Bank first reported a position in Heliogen, Inc. in Q2 2022 and held it in 6 quarters.
Deutsche Bank's Heliogen, Inc. position peaked at $71K in Q3 2022.
5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

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