GoalVest Advisory’s Hess Midstream HESM Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-403	Closed	-$11.7K	–	383
2023 Q1	$11.7K	Buy	+403	New	+$11.7K	0.01%	180

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

GoalVest Advisory's HESM Position: Q2 2023 in Review

GoalVest Advisory sold out of Hess Midstream (HESM) in Q2 2023, closing a stake of 403 shares — an estimated $11.7K sold.

GoalVest Advisory first reported a position in HESM in Q1 2023 and held it in 1 quarter. The position peaked at $11.7K in Q1 2023. 170 funds tracked by Wall St. Rank hold HESM as of Q2 2023.

GoalVest Advisory reported no remaining Hess Midstream position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 403 Hess Midstream shares in Q2 2023, an estimated $11.7K.
GoalVest Advisory first reported a position in Hess Midstream in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's Hess Midstream position peaked at $11.7K in Q1 2023.
170 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.