FAG
HES

Fortitude Advisory Group’s Hess HES Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-226
Closed -$24K – 651
2022
Q1 		$24K Buy
226
+18
+9% +$1.71K 0.01% 768
2021
Q4 		$15K Buy
+208
New +$16.9K 0.01% 919

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fortitude Advisory Group's HES Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Hess (HES) in Q2 2022, closing a stake of 226 shares — an estimated $24K sold.

Fortitude Advisory Group first reported a position in HES in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 631 funds tracked by Wall St. Rank hold HES as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Hess position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 226 Hess shares in Q2 2022, an estimated $24K.
  • Fortitude Advisory Group first reported a position in Hess in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Hess position peaked at $24K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Hess as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.