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Concourse Financial Group Securities’s Hess Midstream HESM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-7,503
Closed -$306K – 906
2024
Q4 		$306K Buy
7,503
+1,407
+23% +$50.6K 0.02% 608
2024
Q3 		$215K Buy
6,096
+2,808
+85% +$103K 0.01% 685
2024
Q2 		$120K Hold
3,288
– – 0.01% 869
2024
Q1 		$119K Buy
3,288
+2,546
+343% +$86K 0.01% 865
2023
Q4 		$23.5K Buy
+742
New +$22.7K ﹤0.01% 1442

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Concourse Financial Group Securities's HESM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Hess Midstream (HESM) in Q1 2025, closing a stake of 7,503 shares — an estimated $306K sold.

Concourse Financial Group Securities first reported a position in HESM in Q4 2023 and held it in 5 quarters. The position peaked at $306K in Q4 2024. 274 funds tracked by Wall St. Rank hold HESM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Hess Midstream position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,503 Hess Midstream shares in Q1 2025, an estimated $306K.
  • Concourse Financial Group Securities first reported a position in Hess Midstream in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Hess Midstream position peaked at $306K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.