Altus Wealth Group’s Hess HES Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-326	Closed	-$17K	–	427
2020 Q4	$17K	Buy	+326	New	+$14.8K	0.02%	402

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Altus Wealth Group's HES Position: Q1 2021 in Review

Altus Wealth Group sold out of Hess (HES) in Q1 2021, closing a stake of 326 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in HES in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 496 funds tracked by Wall St. Rank hold HES as of Q1 2021.

Altus Wealth Group reported no remaining Hess position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 326 Hess shares in Q1 2021, an estimated $17K.
Altus Wealth Group first reported a position in Hess in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Hess position peaked at $17K in Q4 2020.
496 funds tracked by Wall St. Rank held Hess as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.