PWMG
HEES

Prestige Wealth Management Group’s H&E Equipment Services HEES Stock Holding History

Prestige Wealth Management Group’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-302
Closed -$14.7K – 1056
2024
Q3 		$14.7K Buy
+302
New +$14.2K ﹤0.01% 391

Other funds holding HEES

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prestige Wealth Management Group's HEES Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 302 shares — an estimated $14.7K sold.

Prestige Wealth Management Group first reported a position in HEES in Q3 2024 and held it in 1 quarter. The position peaked at $14.7K in Q3 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 302 H&E Equipment Services shares in Q4 2024, an estimated $14.7K.
  • Prestige Wealth Management Group first reported a position in H&E Equipment Services in Q3 2024 and held it in 1 quarter.
  • Prestige Wealth Management Group's H&E Equipment Services position peaked at $14.7K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.