DWA
HES

Delos Wealth Advisors’s Hess HES Stock Holding History

Delos Wealth Advisors’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
2024
Q1 		– Sell
-15
Closed -$2.16K – 396
2023
Q4 		$2.16K Hold
15
– – ﹤0.01% 134
2023
Q3 		$2.32K Hold
15
– – ﹤0.01% 175
2023
Q2 		$2.04K Hold
15
– – ﹤0.01% 177
2023
Q1 		$1.99K Hold
15
– – ﹤0.01% 191
2022
Q4 		$2.13K Hold
15
– – ﹤0.01% 204
2022
Q3 		$2K Buy
+15
New +$1.66K ﹤0.01% 197

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Delos Wealth Advisors's HES Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Hess (HES) in Q1 2024, closing a stake of 15 shares — an estimated $2.16K sold.

Delos Wealth Advisors first reported a position in HES in Q3 2022 and held it in 6 quarters. The position peaked at $2.32K in Q3 2023. 831 funds tracked by Wall St. Rank hold HES as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Hess position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 15 Hess shares in Q1 2024, an estimated $2.16K.
  • Delos Wealth Advisors first reported a position in Hess in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Hess position peaked at $2.32K in Q3 2023.
  • 831 funds tracked by Wall St. Rank held Hess as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.