AWA
HES

Arkadios Wealth Advisors’s Hess HES Stock Holding History

Arkadios Wealth Advisors’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
2020
Q4 		– Sell
-54
Closed -$2.46K – 1402
2020
Q3 		$2.06K Hold
54
– – ﹤0.01% 938
2020
Q2 		$2.56K Hold
54
– – ﹤0.01% 856
2020
Q1 		$1.8K Hold
54
– – ﹤0.01% 925
2019
Q4 		$3.24K Buy
+54
New +$3.53K ﹤0.01% 761

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arkadios Wealth Advisors's HES Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of Hess (HES) in Q4 2020, closing a stake of 54 shares — an estimated $2.46K sold.

Arkadios Wealth Advisors first reported a position in HES in Q4 2019 and held it in 4 quarters. The position peaked at $3.24K in Q4 2019. 478 funds tracked by Wall St. Rank hold HES as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining Hess position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 54 Hess shares in Q4 2020, an estimated $2.46K.
  • Arkadios Wealth Advisors first reported a position in Hess in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Hess position peaked at $3.24K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Hess as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.