EW
HES

Evoke Wealth’s Hess HES Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-56
Closed -$6K – 702
2022
Q3 		$6K Buy
56
+40
+250% +$4.43K ﹤0.01% 846
2022
Q2 		$2K Sell
16
-25
-61% -$2.83K ﹤0.01% 1046
2022
Q1 		$4K Buy
41
+16
+64% +$1.52K ﹤0.01% 947
2021
Q4 		$2K Hold
25
– – ﹤0.01% 1046
2021
Q3 		$1K Hold
25
– – ﹤0.01% 1078
2021
Q2 		$2K Hold
25
– – ﹤0.01% 1048
2021
Q1 		$2K Hold
25
– – ﹤0.01% 1031
2020
Q4 		$1K Hold
25
– – ﹤0.01% 963
2020
Q3 		$1K Hold
25
– – ﹤0.01% 931
2020
Q2 		$1K Sell
25
-70
-74% -$3.21K ﹤0.01% 973
2020
Q1 		$3.17K Sell
95
-118
-55% -$6.38K ﹤0.01% 715
2019
Q4 		$14.3K Sell
213
-11
-5% -$720 ﹤0.01% 667
2019
Q3 		$13.6K Buy
+224
New +$14K ﹤0.01% 756

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Evoke Wealth's HES Position: Q4 2022 in Review

Evoke Wealth sold out of Hess (HES) in Q4 2022, closing a stake of 56 shares — an estimated $6K sold.

Evoke Wealth first reported a position in HES in Q3 2019 and held it in 13 quarters. The position peaked at $14.3K in Q4 2019. 710 funds tracked by Wall St. Rank hold HES as of Q4 2022.

  • Evoke Wealth reported no remaining Hess position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 56 Hess shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in Hess in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Hess position peaked at $14.3K in Q4 2019.
  • 710 funds tracked by Wall St. Rank held Hess as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.