Paces Ferry Wealth Advisors’s Hess HES Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-493	Closed	-$20K	–	546
2020 Q3	$20K	Buy	+493	New	+$23.4K	0.02%	336

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's HES Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Hess (HES) in Q4 2020, closing a stake of 493 shares — an estimated $20K sold.

Paces Ferry Wealth Advisors first reported a position in HES in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 478 funds tracked by Wall St. Rank hold HES as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Hess position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 493 Hess shares in Q4 2020, an estimated $20K.
Paces Ferry Wealth Advisors first reported a position in Hess in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Hess position peaked at $20K in Q3 2020.
478 funds tracked by Wall St. Rank held Hess as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.