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FullCircle Wealth’s Hess Midstream HESM Stock Holding History

FullCircle Wealth’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,000
Closed -$244K – 228
2024
Q3 		$244K Hold
7,000
– – 0.11% 160
2024
Q2 		$263K Buy
+7,000
New +$247K 0.13% 144

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

FullCircle Wealth's HESM Position: Q4 2024 in Review

FullCircle Wealth sold out of Hess Midstream (HESM) in Q4 2024, closing a stake of 7,000 shares — an estimated $244K sold.

FullCircle Wealth first reported a position in HESM in Q2 2024 and held it in 2 quarters. The position peaked at $263K in Q2 2024. 271 funds tracked by Wall St. Rank hold HESM as of Q4 2024.

  • FullCircle Wealth reported no remaining Hess Midstream position as of Q4 2024 after selling out during the quarter.
  • FullCircle Wealth sold 7,000 Hess Midstream shares in Q4 2024, an estimated $244K.
  • FullCircle Wealth first reported a position in Hess Midstream in Q2 2024 and held it in 2 quarters.
  • FullCircle Wealth's Hess Midstream position peaked at $263K in Q2 2024.
  • 271 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2024.

Based on FullCircle Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.