NWMG
HES

National Wealth Management Group’s Hess HES Stock Holding History

National Wealth Management Group’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
2023
Q1 		– Sell
-3,581
Closed -$508K – 148
2022
Q4 		$508K Buy
+3,581
New +$492K 0.61% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Wealth Management Group's HES Position: Q1 2023 in Review

National Wealth Management Group sold out of Hess (HES) in Q1 2023, closing a stake of 3,581 shares — an estimated $508K sold.

National Wealth Management Group first reported a position in HES in Q4 2022 and held it in 1 quarter. The position peaked at $508K in Q4 2022. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • National Wealth Management Group reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 3,581 Hess shares in Q1 2023, an estimated $508K.
  • National Wealth Management Group first reported a position in Hess in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's Hess position peaked at $508K in Q4 2022.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.