DWA
HEES

Divergent Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Divergent Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,351
Closed -$215K – 33
2024
Q1 		$215K Buy
+3,351
New +$184K 0.04% 31
2018
Q4 		– Sell
-2,623
Closed -$101K – 75
2018
Q3 		$101K Buy
+2,623
New +$95K 0.03% 48
2018
Q2 		– Sell
-2,236
Closed -$86K – 155
2018
Q1 		$86K Buy
+2,236
New +$87.9K 0.03% 48

Other funds holding HEES

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Divergent Wealth Advisors's HEES Position: Q2 2024 in Review

Divergent Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,351 shares — an estimated $215K sold.

Divergent Wealth Advisors first reported a position in HEES in Q1 2018 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Divergent Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Divergent Wealth Advisors sold 3,351 H&E Equipment Services shares in Q2 2024, an estimated $215K.
  • Divergent Wealth Advisors first reported a position in H&E Equipment Services in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's H&E Equipment Services position peaked at $215K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Divergent Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.