MIA
HLGN

Milestone Investment Advisors’s Heliogen, Inc. HLGN Stock Holding History

Milestone Investment 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
Q4 		– Sell
-19
Closed -$72 – 448
2023
Q3 		$72 Buy
+19
New +$138 ﹤0.01% 439
2023
Q2 		– Sell
-32
Closed -$270 – 445
2023
Q1 		$270 Buy
+32
New +$486 ﹤0.01% 439

Other funds holding HLGN

CIBC Private Wealth Group
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

Milestone Investment Advisors's HLGN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 19 shares — an estimated $72 sold.

Milestone Investment Advisors first reported a position in HLGN in Q1 2023 and held it in 2 quarters. The position peaked at $270 in Q1 2023. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 19 Heliogen, Inc. shares in Q4 2023, an estimated $72.
  • Milestone Investment Advisors first reported a position in Heliogen, Inc. in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Heliogen, Inc. position peaked at $270 in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.