HWA
HES

HHM Wealth Advisors’s Hess HES Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-56
Closed -$8.55K – 815
2024
Q1 		$8.55K Hold
56
– – ﹤0.01% 546
2023
Q4 		$8.07K Hold
56
– – ﹤0.01% 550
2023
Q3 		$8.57K Hold
56
– – ﹤0.01% 531
2023
Q2 		$7.61K Hold
56
– – ﹤0.01% 583
2023
Q1 		$7.41K Buy
+56
New +$7.79K ﹤0.01% 571

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

HHM Wealth Advisors's HES Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Hess (HES) in Q2 2024, closing a stake of 56 shares — an estimated $8.55K sold.

HHM Wealth Advisors first reported a position in HES in Q1 2023 and held it in 5 quarters. The position peaked at $8.57K in Q3 2023. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 56 Hess shares in Q2 2024, an estimated $8.55K.
  • HHM Wealth Advisors first reported a position in Hess in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Hess position peaked at $8.57K in Q3 2023.
  • 812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.