BHWM
HES

Beaird Harris Wealth Management’s Hess HES Stock Holding History

Beaird Harris 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
Q1 		– Sell
-45
Closed -$3K – 649
2021
Q4 		$3K Buy
+45
New +$3.65K ﹤0.01% 533

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beaird Harris Wealth Management's HES Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Hess (HES) in Q1 2022, closing a stake of 45 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in HES in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 640 funds tracked by Wall St. Rank hold HES as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Hess position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 45 Hess shares in Q1 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in Hess in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Hess position peaked at $3K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Hess as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.