JWM
HES

Janiczek Wealth Management’s Hess HES Stock Holding History

Janiczek Wealth Management’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 		$591 Hold
4
– – ﹤0.01% 990
2024
Q1 		$611 Hold
4
– – ﹤0.01% 988
2023
Q4 		$577 Buy
+4
New +$586 ﹤0.01% 984
2022
Q4 		– Sell
-100
Closed -$13K – 1055
2022
Q3 		$13K Hold
100
– – ﹤0.01% 509
2022
Q2 		$11K Hold
100
– – ﹤0.01% 555
2022
Q1 		$11K Hold
100
– – ﹤0.01% 555
2021
Q4 		$7K Hold
100
– – ﹤0.01% 642
2021
Q3 		$8K Buy
+100
New +$7.37K ﹤0.01% 608

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

Janiczek Wealth Management's HES Position: Q2 2024 in Review

Janiczek Wealth Management held its Hess (HES) position steady in Q2 2024 at 4 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Janiczek Wealth Management first reported a position in HES in Q3 2021 and has held it in 8 quarters since. The position peaked at $13K in Q3 2022. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • Janiczek Wealth Management held 4 shares of Hess worth $591 as of Q2 2024.
  • Janiczek Wealth Management left its Hess share count unchanged in Q2 2024.
  • Hess made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #990 holding.
  • Janiczek Wealth Management first reported a position in Hess in Q3 2021 and has held it in 8 quarters since.
  • Janiczek Wealth Management's Hess position peaked at $13K in Q3 2022.
  • 812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.