BWL
HES

Bogart Wealth LLC’s Hess HES Stock Holding History

Bogart Wealth LLC’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
-140
Closed -$19.4K – 1566
2025
Q2 		$19.4K Buy
140
+8
+6% +$1.08K ﹤0.01% 632
2025
Q1 		$21.1K Buy
132
+14
+12% +$2.06K ﹤0.01% 574
2024
Q4 		$15.7K Hold
118
– – ﹤0.01% 637
2024
Q3 		$16K Hold
118
– – ﹤0.01% 588
2024
Q2 		$17.4K Hold
118
– – ﹤0.01% 557
2024
Q1 		$18K Hold
118
– – ﹤0.01% 536
2023
Q4 		$17K Hold
118
– – ﹤0.01% 533
2023
Q3 		$18K Hold
118
– – ﹤0.01% 494
2023
Q2 		$16K Hold
118
– – ﹤0.01% 501
2023
Q1 		$15.6K Buy
118
+92
+354% +$12.8K ﹤0.01% 509
2022
Q4 		$3.65K Buy
26
+14
+117% +$1.92K ﹤0.01% 718
2022
Q3 		$1K Hold
12
– – ﹤0.01% 897
2022
Q2 		$1K Buy
12
+1
+9% +$113 ﹤0.01% 836
2022
Q1 		$1K Buy
+11
New +$1.04K ﹤0.01% 736

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
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