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Coppell Advisory Solutions’s Hess Midstream HESM Stock Holding History

Coppell Advisory Solutions’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
-100
Closed -$3.7K – 982
2024
Q4 		$3.7K Hold
100
– – ﹤0.01% 1400
2024
Q3 		$3.52K Sell
100
-100
-50% -$3.67K ﹤0.01% 1331
2024
Q2 		$7.29K Buy
+200
New +$7.06K ﹤0.01% 1108
2023
Q4 		$3.16K Hold
100
– – ﹤0.01% 1206
2023
Q3 		$2.99K Hold
100
– – ﹤0.01% 802
2023
Q2 		$3.07K Buy
+100
New +$2.88K ﹤0.01% 950
2023
Q1 		– Sell
-100
Closed -$2.99K – 583
2022
Q4 		$2.99K Buy
+100
New +$2.86K ﹤0.01% 803

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 $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Coppell Advisory Solutions's HESM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Hess Midstream (HESM) in Q1 2025, closing a stake of 100 shares — an estimated $3.7K sold.

Coppell Advisory Solutions first reported a position in HESM in Q4 2022 and held it in 7 quarters. The position peaked at $7.29K in Q2 2024. 274 funds tracked by Wall St. Rank hold HESM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Hess Midstream position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Hess Midstream shares in Q1 2025, an estimated $3.7K.
  • Coppell Advisory Solutions first reported a position in Hess Midstream in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Hess Midstream position peaked at $7.29K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.