Sigma Planning Corp’s Heliogen, Inc. HLGN Stock Holding History

Sigma Planning Corp’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	-327	Closed	-$2.8K	–	1314
2023 Q2	$2.8K	Hold	327	–	–	﹤0.01%	1200
2023 Q1	$2.75K	Hold	327	–	–	﹤0.01%	1292
2022 Q4	$7.98K	Buy	+327	New	+$14.8K	﹤0.01%	1249

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

Sigma Planning Corp's HLGN Position: Q3 2023 in Review

Sigma Planning Corp sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 327 shares — an estimated $2.8K sold.

Sigma Planning Corp first reported a position in HLGN in Q4 2022 and held it in 3 quarters. The position peaked at $7.98K in Q4 2022. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

Sigma Planning Corp reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 327 Heliogen, Inc. shares in Q3 2023, an estimated $2.8K.
Sigma Planning Corp first reported a position in Heliogen, Inc. in Q4 2022 and held it in 3 quarters.
Sigma Planning Corp's Heliogen, Inc. position peaked at $7.98K in Q4 2022.
31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.