Atlas Capital Advisors’s Hess HES Stock Holding History

Atlas Capital 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
2023 Q4	–	Sell	-30	Closed	-$4.59K	–	904
2023 Q3	$4.59K	Hold	30	–	–	﹤0.01%	768
2023 Q2	$4.08K	Hold	30	–	–	﹤0.01%	796
2023 Q1	$3.97K	Hold	30	–	–	﹤0.01%	804
2022 Q4	$4.25K	Hold	30	–	–	﹤0.01%	795
2022 Q3	$3.27K	Hold	30	–	–	﹤0.01%	809
2022 Q2	$3.18K	Hold	30	–	–	﹤0.01%	883
2022 Q1	$3.21K	Hold	30	–	–	﹤0.01%	827
2021 Q4	$2.22K	Hold	30	–	–	﹤0.01%	842
2021 Q3	$2.34K	Hold	30	–	–	﹤0.01%	852
2021 Q2	$2.62K	Buy	+30	New	+$2.42K	﹤0.01%	864
2018 Q4	–	Sell	-2,071	Closed	-$153K	–	579
2018 Q3	$153K	Buy	+2,071	New	+$137K	0.05%	315

Other funds holding HES

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Atlas Capital Advisors's HES Position: Q4 2023 in Review

Atlas Capital Advisors sold out of Hess (HES) in Q4 2023, closing a stake of 30 shares — an estimated $4.59K sold.

Atlas Capital Advisors first reported a position in HES in Q3 2018 and held it in 11 quarters. The position peaked at $153K in Q3 2018. 839 funds tracked by Wall St. Rank hold HES as of Q4 2023.

Atlas Capital Advisors reported no remaining Hess position as of Q4 2023 after selling out during the quarter.
Atlas Capital Advisors sold 30 Hess shares in Q4 2023, an estimated $4.59K.
Atlas Capital Advisors first reported a position in Hess in Q3 2018 and held it in 11 quarters.
Atlas Capital Advisors's Hess position peaked at $153K in Q3 2018.
839 funds tracked by Wall St. Rank held Hess as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.