IFP Advisors’s Heliogen, Inc. HLGN Stock Holding History

IFP Advisors’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	-1	Closed	-$12	–	3605
2023 Q2	$12	Buy	+1	New	+$9	﹤0.01%	3427

Other funds holding HLGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IFP Advisors's HLGN Position: Q3 2023 in Review

IFP Advisors sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

IFP Advisors first reported a position in HLGN in Q2 2023 and held it in 1 quarter. The position peaked at $12 in Q2 2023. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

IFP Advisors reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 1 Heliogen, Inc. share in Q3 2023, an estimated $12.
IFP Advisors first reported a position in Heliogen, Inc. in Q2 2023 and held it in 1 quarter.
IFP Advisors's Heliogen, Inc. position peaked at $12 in Q2 2023.
31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.