Clear Point Advisors’s Hess Midstream HESM Stock Holding History

Clear Point Advisors’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
2024 Q4	–	Sell	-1,411	Closed	-$49.8K	–	296
2024 Q3	$49.8K	Buy	1,411 +27	+2%	+$990	0.04%	196
2024 Q2	$50.5K	Buy	1,384 +25	+2%	+$882	0.04%	194
2024 Q1	$49.1K	Buy	+1,359	New	+$45.9K	0.04%	204

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Clear Point Advisors's HESM Position: Q4 2024 in Review

Clear Point Advisors sold out of Hess Midstream (HESM) in Q4 2024, closing a stake of 1,411 shares — an estimated $49.8K sold.

Clear Point Advisors first reported a position in HESM in Q1 2024 and held it in 3 quarters. The position peaked at $50.5K in Q2 2024. 271 funds tracked by Wall St. Rank hold HESM as of Q4 2024.

Clear Point Advisors reported no remaining Hess Midstream position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 1,411 Hess Midstream shares in Q4 2024, an estimated $49.8K.
Clear Point Advisors first reported a position in Hess Midstream in Q1 2024 and held it in 3 quarters.
Clear Point Advisors's Hess Midstream position peaked at $50.5K in Q2 2024.
271 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.