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Measured Wealth Private Client Group’s Hess Midstream HESM Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-7,234
Closed -$222K – 172
2023
Q2 		$222K Buy
+7,234
New +$209K 0.08% 163

Other funds holding HESM

AA
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Measured Wealth Private Client Group's HESM Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of Hess Midstream (HESM) in Q3 2023, closing a stake of 7,234 shares — an estimated $222K sold.

Measured Wealth Private Client Group first reported a position in HESM in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 196 funds tracked by Wall St. Rank hold HESM as of Q3 2023.

  • Measured Wealth Private Client Group reported no remaining Hess Midstream position as of Q3 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,234 Hess Midstream shares in Q3 2023, an estimated $222K.
  • Measured Wealth Private Client Group first reported a position in Hess Midstream in Q2 2023 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Hess Midstream position peaked at $222K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.