PWPS
HES

Pinnacle Wealth Planning Services’s Hess HES Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q3 		– Sell
-1,527
Closed -$225K – 543
2024
Q2 		$225K Sell
1,527
-116
-7% -$17.8K 0.03% 378
2024
Q1 		$251K Sell
1,643
-4
-0.2% -$581 0.04% 353
2023
Q4 		$237K Sell
1,647
-5
-0.3% -$733 0.04% 336
2023
Q3 		$253K Buy
1,652
+13
+0.8% +$1.96K 0.04% 292
2023
Q2 		$223K Sell
1,639
-40
-2% -$5.47K 0.04% 347
2023
Q1 		$222K Buy
1,679
+124
+8% +$17.3K 0.04% 351
2022
Q4 		$221K Buy
+1,555
New +$214K 0.04% 337
2021
Q1 		– Sell
-482
Closed -$25K – 1034
2020
Q4 		$25K Buy
+482
New +$21.9K 0.01% 1072

Other funds holding HES

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's HES Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Hess (HES) in Q3 2024, closing a stake of 1,527 shares — an estimated $225K sold.

Pinnacle Wealth Planning Services first reported a position in HES in Q4 2020 and held it in 8 quarters. The position peaked at $253K in Q3 2023. 813 funds tracked by Wall St. Rank hold HES as of Q3 2024.

  • Pinnacle Wealth Planning Services reported no remaining Hess position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,527 Hess shares in Q3 2024, an estimated $225K.
  • Pinnacle Wealth Planning Services first reported a position in Hess in Q4 2020 and held it in 8 quarters.
  • Pinnacle Wealth Planning Services's Hess position peaked at $253K in Q3 2023.
  • 813 funds tracked by Wall St. Rank held Hess as of Q3 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2024, filed 13 Nov 2024.