SIA
HLGN

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

Schechter 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
Q3 		– Sell
-1,714
Closed -$14.7K – 706
2023
Q2 		$14.7K Hold
1,714
– – ﹤0.01% 638
2023
Q1 		$14.4K Hold
1,714
– – ﹤0.01% 675
2022
Q4 		$41.9K Hold
1,714
– – ﹤0.01% 808
2022
Q3 		$112K Hold
1,714
– – 0.01% 891
2022
Q2 		$127K Hold
1,714
– – 0.01% 889
2022
Q1 		$316K Buy
+1,714
New +$313K 0.03% 690

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

Schechter Investment Advisors's HLGN Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 1,714 shares — an estimated $14.7K sold.

Schechter Investment Advisors first reported a position in HLGN in Q1 2022 and held it in 6 quarters. The position peaked at $316K in Q1 2022. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,714 Heliogen, Inc. shares in Q3 2023, an estimated $14.7K.
  • Schechter Investment Advisors first reported a position in Heliogen, Inc. in Q1 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's Heliogen, Inc. position peaked at $316K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.