Engrave Wealth Partners’s Hess HES Stock Holding History

Engrave 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
2020 Q1	–	Sell	-300	Closed	-$20K	–	444
2019 Q4	$20K	Buy	+300	New	+$19.6K	0.02%	221

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Engrave Wealth Partners's HES Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Hess (HES) in Q1 2020, closing a stake of 300 shares — an estimated $20K sold.

Engrave Wealth Partners first reported a position in HES in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 473 funds tracked by Wall St. Rank hold HES as of Q1 2020.

Engrave Wealth Partners reported no remaining Hess position as of Q1 2020 after selling out during the quarter.
Engrave Wealth Partners sold 300 Hess shares in Q1 2020, an estimated $20K.
Engrave Wealth Partners first reported a position in Hess in Q4 2019 and held it in 1 quarter.
Engrave Wealth Partners's Hess position peaked at $20K in Q4 2019.
473 funds tracked by Wall St. Rank held Hess as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.