HWMA
HES

Heritage Wealth Management (Arizona)’s Hess HES Stock Holding History

Heritage Wealth Management (Arizona)’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
-501
Closed -$54K – 1018
2022
Q1 		$54K Buy
+501
New +$47.5K 0.01% 462
2021
Q3 		$39K Hold
501
– – 0.01% 481
2021
Q2 		$44K Hold
501
– – 0.02% 471
2021
Q1 		$35K Buy
+501
New +$32K 0.02% 428

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HES Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Hess (HES) in Q2 2022, closing a stake of 501 shares — an estimated $54K sold.

Heritage Wealth Management (Arizona) first reported a position in HES in Q1 2021 and held it in 4 quarters. The position peaked at $54K in Q1 2022. 631 funds tracked by Wall St. Rank hold HES as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Hess position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 501 Hess shares in Q2 2022, an estimated $54K.
  • Heritage Wealth Management (Arizona) first reported a position in Hess in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Hess position peaked at $54K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Hess as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.