Accurate Wealth Management’s Hess HES Stock Holding History

Accurate Wealth Management’s Portfolio HES Stock Details HES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-334	Closed	-$48K	–	743
2022 Q4	$48K	Buy	+334	New	+$45.9K	0.02%	462

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's HES Position: Q1 2023 in Review

Accurate Wealth Management sold out of Hess (HES) in Q1 2023, closing a stake of 334 shares — an estimated $48K sold.

Accurate Wealth Management first reported a position in HES in Q4 2022 and held it in 1 quarter. The position peaked at $48K in Q4 2022. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

Accurate Wealth Management reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 334 Hess shares in Q1 2023, an estimated $48K.
Accurate Wealth Management first reported a position in Hess in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Hess position peaked at $48K in Q4 2022.
720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.