AWM
HESM icon

AE Wealth Management’s Hess Midstream HESM Stock Holding History

AE Wealth Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,216
Closed -$516K – 1508
2023
Q4 		$516K Sell
15,216
-6,736
-31% -$206K ﹤0.01% 1421
2023
Q3 		$639K Sell
21,952
-16,185
-42% -$488K ﹤0.01% 1266
2023
Q2 		$1.17M Sell
38,137
-11,635
-23% -$336K 0.01% 1032
2023
Q1 		$1.44M Buy
49,772
+7,881
+19% +$230K 0.01% 911
2022
Q4 		$1.25M Buy
41,891
+10,734
+34% +$307K 0.01% 903
2022
Q3 		$795K Buy
31,157
+53
+0.2% +$1.51K 0.01% 1039
2022
Q2 		$871K Buy
31,104
+10,401
+50% +$321K 0.01% 936
2022
Q1 		$621K Buy
+20,703
New +$626K ﹤0.01% 1121

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return