EWA
HES

Evolution Wealth Advisors’s Hess HES Stock Holding History

Evolution 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
2020
Q4 		– Sell
-40
Closed -$2K – 600
2020
Q3 		$2K Buy
+40
New +$1.9K ﹤0.01% 539
2020
Q1 		– Sell
-56
Closed -$4K – 451
2019
Q4 		$4K Buy
56
+5
+10% +$327 ﹤0.01% 446
2019
Q3 		$3K Hold
51
– – ﹤0.01% 363
2019
Q2 		$3K Buy
+51
New +$3.15K ﹤0.01% 344

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Advisors's HES Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Hess (HES) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in HES in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 478 funds tracked by Wall St. Rank hold HES as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Hess position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 40 Hess shares in Q4 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Hess in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Hess position peaked at $4K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Hess as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.