SM
HLGN

Scoggin Management’s Heliogen, Inc. HLGN Stock Holding History

Scoggin Management’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
-4,057
Closed -$14.2K – 68
2022
Q4 		$14.2K Hold
4,057
– – 0.01% 42
2022
Q3 		$264K Hold
4,057
– – 0.19% 36
2022
Q2 		$300K Buy
+4,057
New +$528K 0.14% 40

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

Scoggin Management's HLGN Position: Q4 2023 in Review

Scoggin Management sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 17,857 shares — an estimated $67.5K sold.

Scoggin Management first reported a position in HLGN in Q3 2021 and held it in 8 quarters. The position peaked at $7.44M in Q3 2021. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

  • Scoggin Management reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
  • Scoggin Management sold 17,857 Heliogen, Inc. shares in Q4 2023, an estimated $67.5K.
  • Scoggin Management first reported a position in Heliogen, Inc. in Q3 2021 and held it in 8 quarters.
  • Scoggin Management's Heliogen, Inc. position peaked at $7.44M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

Based on Scoggin Management's 13F filing for Q4 2023, filed 14 Feb 2024.