BDO Wealth Advisors’s Hess HES Stock Holding History

BDO 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
2023 Q2	$13.9K	Buy	102 +77	+308%	+$10.5K	﹤0.01%	656
2023 Q1	$3.31K	Hold	25	–	–	﹤0.01%	852
2022 Q4	$3.55K	Hold	25	–	–	﹤0.01%	807
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	879
2022 Q2	$3K	Sell	25 -100	-80%	-$11.3K	﹤0.01%	848
2022 Q1	$13K	Buy	+125	New	+$11.9K	﹤0.01%	684
2021 Q4	–	Sell	-300	Closed	-$23K	–	1113
2021 Q3	$23K	Sell	300 -26	-8%	-$1.92K	﹤0.01%	581
2021 Q2	$28K	Hold	326	–	–	﹤0.01%	556
2021 Q1	$23K	Buy	326 +300	+1,154%	+$19.2K	﹤0.01%	594
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	850
2020 Q3	$1K	Buy	+26	New	+$1.24K	﹤0.01%	772
2018 Q1	–	Sell	-13	Closed	-$1K	–	589
2017 Q4	$1K	Buy	+13	New	+$586	﹤0.01%	460

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's HES Position: Q2 2023 in Review

BDO Wealth Advisors increased its Hess (HES) stake by 308% in Q2 2023, buying an estimated $10.5K and bringing the position to 102 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

BDO Wealth Advisors first reported a position in HES in Q4 2017 and has held it in 12 quarters since. The position peaked at $28K in Q2 2021. 757 funds tracked by Wall St. Rank hold HES as of Q2 2023.

BDO Wealth Advisors held 102 shares of Hess worth $13.9K as of Q2 2023.
BDO Wealth Advisors bought 77 Hess shares in Q2 2023, an estimated $10.5K.
Hess made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #656 holding.
BDO Wealth Advisors first reported a position in Hess in Q4 2017 and has held it in 12 quarters since.
BDO Wealth Advisors's Hess position peaked at $28K in Q2 2021.
757 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.