GWMIA
HES

Global Wealth Management Investment Advisory’s Hess HES Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-100
Closed -$14.4K – 271
2023
Q4 		$14.4K Hold
100
– – ﹤0.01% 271
2023
Q3 		$15.3K Hold
100
– – ﹤0.01% 269
2023
Q2 		$13.6K Buy
+100
New +$13.7K ﹤0.01% 277
2022
Q3 		– Sell
-100
Closed -$11K – 280
2022
Q2 		$11K Hold
100
– – ﹤0.01% 278
2022
Q1 		$11K Hold
100
– – ﹤0.01% 310
2021
Q4 		$7K Hold
100
– – ﹤0.01% 338
2021
Q3 		$8K Hold
100
– – ﹤0.01% 331
2021
Q2 		$9K Hold
100
– – ﹤0.01% 302
2021
Q1 		$7K Hold
100
– – ﹤0.01% 335
2020
Q4 		$5K Sell
100
-73
-42% -$3.32K ﹤0.01% 330
2020
Q3 		$7K Hold
173
– – ﹤0.01% 303
2020
Q2 		$9K Sell
173
-5
-3% -$229 ﹤0.01% 361
2020
Q1 		$6K Buy
178
+78
+78% +$4.22K ﹤0.01% 395
2019
Q4 		$7K Hold
100
– – ﹤0.01% 397
2019
Q3 		$6K Hold
100
– – ﹤0.01% 383
2019
Q2 		$6K Sell
100
-301
-75% -$18.6K ﹤0.01% 421
2019
Q1 		$24K Buy
401
+121
+43% +$6.66K 0.01% 285
2018
Q4 		$11K Buy
+280
New +$16K 0.01% 367

Other funds holding HES

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's HES Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Hess (HES) in Q1 2024, closing a stake of 100 shares — an estimated $14.4K sold.

Global Wealth Management Investment Advisory first reported a position in HES in Q4 2018 and held it in 18 quarters. The position peaked at $24K in Q1 2019. 832 funds tracked by Wall St. Rank hold HES as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Hess position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Hess shares in Q1 2024, an estimated $14.4K.
  • Global Wealth Management Investment Advisory first reported a position in Hess in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Hess position peaked at $24K in Q1 2019.
  • 832 funds tracked by Wall St. Rank held Hess as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.