BRWA
HES

B. Riley Wealth Advisors’s Hess HES Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-1,795
Closed -$275K – 1484
2024
Q1 		$275K Buy
+1,795
New +$261K 0.01% 1089
2023
Q4 		– Sell
-1,795
Closed -$275K – 1444
2023
Q3 		$275K Buy
1,795
+155
+9% +$23.3K 0.01% 1089
2023
Q2 		$223K Sell
1,640
-27
-2% -$3.69K 0.01% 1295
2023
Q1 		$221K Buy
1,667
+80
+5% +$11.1K 0.01% 1241
2022
Q4 		$225K Buy
+1,587
New +$218K 0.01% 1191
2015
Q1 		– Sell
-2,022
Closed -$149 – 1171
2014
Q4 		$149 Buy
+2,022
New +$160K ﹤0.01% 1525
2014
Q3 		– Sell
-1,649
Closed -$163K – 1173
2014
Q2 		$163K Sell
1,649
-302
-15% -$27.3K 0.04% 519
2014
Q1 		$162K Buy
1,951
+1
+0.1% +$79 0.05% 454
2013
Q4 		$162K Buy
1,950
+53
+3% +$4.3K 0.05% 408
2013
Q3 		$147K Sell
1,897
-5
-0.3% -$372 0.05% 431
2013
Q2 		$126K Buy
+1,902
New +$132K 0.04% 482

Other funds holding HES

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

B. Riley Wealth Advisors's HES Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Hess (HES) in Q2 2024, closing a stake of 1,795 shares — an estimated $275K sold.

B. Riley Wealth Advisors first reported a position in HES in Q2 2013 and held it in 11 quarters. The position peaked at $275K in Q1 2024. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,795 Hess shares in Q2 2024, an estimated $275K.
  • B. Riley Wealth Advisors first reported a position in Hess in Q2 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Hess position peaked at $275K in Q1 2024.
  • 812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.