DWP
HES

Destiny Wealth Partners’s Hess HES Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-125
Closed -$17.7K – 363
2022
Q4 		$17.7K Hold
125
– – ﹤0.01% 420
2022
Q3 		$14K Hold
125
– – ﹤0.01% 394
2022
Q2 		$13K Buy
+125
New +$14.1K ﹤0.01% 403

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Destiny Wealth Partners's HES Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Hess (HES) in Q1 2023, closing a stake of 125 shares — an estimated $17.7K sold.

Destiny Wealth Partners first reported a position in HES in Q2 2022 and held it in 3 quarters. The position peaked at $17.7K in Q4 2022. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 125 Hess shares in Q1 2023, an estimated $17.7K.
  • Destiny Wealth Partners first reported a position in Hess in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Hess position peaked at $17.7K in Q4 2022.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.