Goldman Sachs
HLGN

Goldman Sachs’s Heliogen, Inc. HLGN Stock Holding History

Goldman Sachs’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
Q3 		– Sell
-6,047
Closed -$51.9K – 5985
2023
Q2 		$51.9K Sell
6,047
-193
-3% -$1.77K ﹤0.01% 5462
2023
Q1 		$52.5K Sell
6,240
-9,650
-61% -$147K ﹤0.01% 5544
2022
Q4 		$388K Buy
15,890
+8,031
+102% +$362K ﹤0.01% 5001
2022
Q3 		$512K Buy
7,859
+6,693
+574% +$522K ﹤0.01% 4957
2022
Q2 		$86K Sell
1,166
-980
-46% -$127K ﹤0.01% 5908
2022
Q1 		$395K Buy
+2,146
New +$392K ﹤0.01% 5481
2021
Q3 		– Sell
-17,052
Closed -$5.79M – 6600
2021
Q2 		$5.79M Buy
+17,052
New +$5.8M ﹤0.01% 3200

Other funds holding HLGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Goldman Sachs's HLGN Position: Q3 2023 in Review

Goldman Sachs sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 6,047 shares — an estimated $51.9K sold.

Goldman Sachs first reported a position in HLGN in Q2 2021 and held it in 7 quarters. The position peaked at $5.79M in Q2 2021. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

  • Goldman Sachs reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
  • Goldman Sachs sold 6,047 Heliogen, Inc. shares in Q3 2023, an estimated $51.9K.
  • Goldman Sachs first reported a position in Heliogen, Inc. in Q2 2021 and held it in 7 quarters.
  • Goldman Sachs's Heliogen, Inc. position peaked at $5.79M in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on Goldman Sachs's 13F filing for Q3 2023, filed 14 Nov 2023.