PMFA
HLGN

Plante Moran Financial Advisors’s Heliogen, Inc. HLGN Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-714
Closed -$17.5K – 918
2022
Q4 		$17.5K Buy
+714
New +$32.2K ﹤0.01% 490

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Renaissance Technologies
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Plante Moran Financial Advisors's HLGN Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Heliogen, Inc. (HLGN) in Q1 2023, closing a stake of 714 shares — an estimated $17.5K sold.

Plante Moran Financial Advisors first reported a position in HLGN in Q4 2022 and held it in 1 quarter. The position peaked at $17.5K in Q4 2022. 79 funds tracked by Wall St. Rank hold HLGN as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Heliogen, Inc. position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 714 Heliogen, Inc. shares in Q1 2023, an estimated $17.5K.
  • Plante Moran Financial Advisors first reported a position in Heliogen, Inc. in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Heliogen, Inc. position peaked at $17.5K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.