Prospera Financial Services
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Prospera Financial Services’s Hess HES Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-257
Closed -$27K – 1160
2022
Q2 		$27K Buy
257
+50
+24% +$5.66K ﹤0.01% 1148
2022
Q1 		$22K Buy
+207
New +$19.6K ﹤0.01% 1689

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's HES Position: Q3 2022 in Review

Prospera Financial Services sold out of Hess (HES) in Q3 2022, closing a stake of 257 shares — an estimated $27K sold.

Prospera Financial Services first reported a position in HES in Q1 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 635 funds tracked by Wall St. Rank hold HES as of Q3 2022.

  • Prospera Financial Services reported no remaining Hess position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 257 Hess shares in Q3 2022, an estimated $27K.
  • Prospera Financial Services first reported a position in Hess in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Hess position peaked at $27K in Q2 2022.
  • 635 funds tracked by Wall St. Rank held Hess as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.