PFGIA
HES

Patriot Financial Group Insurance Agency’s Hess HES Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-8
Closed -$1K – 1047
2022
Q2 		$1K Buy
+8
New +$905 ﹤0.01% 1900
2020
Q1 		– Sell
-45
Closed -$3K – 1637
2019
Q4 		$3K Buy
+45
New +$2.94K ﹤0.01% 1045

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HES Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hess (HES) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in HES in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 636 funds tracked by Wall St. Rank hold HES as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Hess position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8 Hess shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Hess in Q4 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Hess position peaked at $3K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held Hess as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.