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

B. Riley Wealth Management’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
2022 Q2	–	Sell	-2,200	Closed	-$235K	–	778
2022 Q1	$235K	Buy	+2,200	New	+$209K	0.02%	515
2015 Q3	–	Sell	-92	Closed	-$6K	–	393
2015 Q2	$6K	Hold	92	–	–	﹤0.01%	827
2015 Q1	$6K	Buy	92 +1	+1%	+$71	﹤0.01%	827
2014 Q4	$6K	Hold	91	–	–	﹤0.01%	818
2014 Q3	$8K	Sell	91 -300	-77%	-$29.7K	0.01%	824
2014 Q2	$38K	Sell	391 -200	-34%	-$18K	0.02%	519
2014 Q1	$49K	Buy	+591	New	+$47K	0.04%	445

Other funds holding HES

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

B. Riley Wealth Management's HES Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Hess (HES) in Q2 2022, closing a stake of 2,200 shares — an estimated $235K sold.

B. Riley Wealth Management first reported a position in HES in Q1 2014 and held it in 7 quarters. The position peaked at $235K in Q1 2022. 631 funds tracked by Wall St. Rank hold HES as of Q2 2022.

B. Riley Wealth Management reported no remaining Hess position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 2,200 Hess shares in Q2 2022, an estimated $235K.
B. Riley Wealth Management first reported a position in Hess in Q1 2014 and held it in 7 quarters.
B. Riley Wealth Management's Hess position peaked at $235K in Q1 2022.
631 funds tracked by Wall St. Rank held Hess as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.