BPA
HES

Beacon Pointe Advisors’s Hess HES Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-2,903
Closed -$402K – 1444
2025
Q2 		$402K Buy
2,903
+176
+6% +$23.8K ﹤0.01% 957
2025
Q1 		$436K Buy
2,727
+70
+3% +$10.3K ﹤0.01% 890
2024
Q4 		$353K Buy
2,657
+1,118
+73% +$156K ﹤0.01% 947
2024
Q3 		$209K Sell
1,539
-97
-6% -$13.5K ﹤0.01% 1148
2024
Q2 		$241K Sell
1,636
-3,435
-68% -$526K ﹤0.01% 1126
2024
Q1 		$774K Buy
5,071
+454
+10% +$65.9K 0.01% 763
2023
Q4 		$666K Sell
4,617
-1,184
-20% -$174K 0.01% 792
2023
Q3 		$888K Buy
5,801
+2,555
+79% +$385K 0.01% 668
2023
Q2 		$441K Buy
3,246
+7
+0.2% +$958 0.01% 755
2023
Q1 		$429K Buy
3,239
+1,031
+47% +$144K 0.01% 814
2022
Q4 		$313K Buy
+2,208
New +$303K 0.01% 849
2022
Q3 		– Sell
-1,954
Closed -$209K – 1027
2022
Q2 		$209K Buy
+1,954
New +$221K ﹤0.01% 954

Other funds holding HES

DekaBank Deutsche Girozentrale
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return