IWA
HESM icon

Icon Wealth Advisors’s Hess Midstream HESM Stock Holding History

Icon Wealth Advisors’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
-3,288
Closed -$116K – 514
2024
Q3 		$116K Buy
3,288
+329
+11% +$12.1K 0.01% 448
2024
Q2 		$111K Buy
+2,959
New +$104K 0.01% 419

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

Icon Wealth Advisors's HESM Position: Q4 2024 in Review

Icon Wealth Advisors sold out of Hess Midstream (HESM) in Q4 2024, closing a stake of 3,288 shares — an estimated $116K sold.

Icon Wealth Advisors first reported a position in HESM in Q2 2024 and held it in 2 quarters. The position peaked at $116K in Q3 2024. 271 funds tracked by Wall St. Rank hold HESM as of Q4 2024.

  • Icon Wealth Advisors reported no remaining Hess Midstream position as of Q4 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,288 Hess Midstream shares in Q4 2024, an estimated $116K.
  • Icon Wealth Advisors first reported a position in Hess Midstream in Q2 2024 and held it in 2 quarters.
  • Icon Wealth Advisors's Hess Midstream position peaked at $116K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2024.

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