OIA
HES

Optimum Investment Advisors’s Hess HES Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-14
Closed -$1.99K – 762
2022
Q4 		$1.99K Hold
14
– – ﹤0.01% 683
2022
Q3 		$2K Buy
+14
New +$1.55K ﹤0.01% 726
2015
Q1 		$21K Hold
310
– – 0.01% 674
2014
Q4 		$23K Hold
310
– – 0.01% 679
2014
Q3 		$29K Hold
310
– – 0.01% 576
2014
Q2 		$31K Sell
310
-20
-6% -$1.8K 0.01% 579
2014
Q1 		$27K Hold
330
– – 0.01% 466
2013
Q4 		$27K Hold
330
– – 0.01% 467
2013
Q3 		$26K Buy
+330
New +$24.6K 0.01% 453

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

Optimum Investment Advisors's HES Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Hess (HES) in Q1 2023, closing a stake of 14 shares — an estimated $1.99K sold.

Optimum Investment Advisors first reported a position in HES in Q3 2013 and held it in 9 quarters. The position peaked at $31K in Q2 2014. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 14 Hess shares in Q1 2023, an estimated $1.99K.
  • Optimum Investment Advisors first reported a position in Hess in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Hess position peaked at $31K in Q2 2014.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.