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Patriot Financial Group Insurance Agency’s Hess Midstream HESM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,682
Closed -$47K – 1048
2022
Q2 		$47K Buy
1,682
+16
+1% +$494 0.01% 752
2022
Q1 		$50K Buy
1,666
+16
+1% +$483 0.01% 778
2021
Q4 		$46K Buy
+1,650
New +$42.8K 0.01% 899
2019
Q2 		– Sell
-300
Closed -$6K – 1446
2019
Q1 		$6K Buy
+300
New +$6.41K ﹤0.01% 805

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Hess Midstream (HESM) in Q3 2022, closing a stake of 1,682 shares — an estimated $47K sold.

Patriot Financial Group Insurance Agency first reported a position in HESM in Q1 2019 and held it in 4 quarters. The position peaked at $50K in Q1 2022. 152 funds tracked by Wall St. Rank hold HESM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Hess Midstream position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,682 Hess Midstream shares in Q3 2022, an estimated $47K.
  • Patriot Financial Group Insurance Agency first reported a position in Hess Midstream in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Hess Midstream position peaked at $50K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2022.

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