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Cary Street Partners Investment Advisory’s Hess Midstream HESM Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-700
Closed -$20.4K – 1123
2023
Q3 		$20.4K Buy
+700
New +$21.1K ﹤0.01% 1117

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's HESM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Hess Midstream (HESM) in Q4 2023, closing a stake of 700 shares — an estimated $20.4K sold.

Cary Street Partners Investment Advisory first reported a position in HESM in Q3 2023 and held it in 1 quarter. The position peaked at $20.4K in Q3 2023. 213 funds tracked by Wall St. Rank hold HESM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Hess Midstream position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 700 Hess Midstream shares in Q4 2023, an estimated $20.4K.
  • Cary Street Partners Investment Advisory first reported a position in Hess Midstream in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Hess Midstream position peaked at $20.4K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.