RIA
HES

Realta Investment Advisors’s Hess HES Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-2,006
Closed -$289K – 808
2023
Q4 		$289K Buy
+2,006
New +$294K 0.07% 324
2020
Q1 		– Sell
-319
Closed -$20K – 754
2019
Q4 		$20K Hold
319
– – 0.01% 926
2019
Q3 		$20K Sell
319
-254
-44% -$15.8K 0.01% 924
2019
Q2 		$37K Buy
573
+254
+80% +$15.7K 0.01% 751
2019
Q1 		$20K Buy
+319
New +$17.6K 0.01% 757

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Realta Investment Advisors's HES Position: Q1 2024 in Review

Realta Investment Advisors sold out of Hess (HES) in Q1 2024, closing a stake of 2,006 shares — an estimated $289K sold.

Realta Investment Advisors first reported a position in HES in Q1 2019 and held it in 5 quarters. The position peaked at $289K in Q4 2023. 831 funds tracked by Wall St. Rank hold HES as of Q1 2024.

  • Realta Investment Advisors reported no remaining Hess position as of Q1 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,006 Hess shares in Q1 2024, an estimated $289K.
  • Realta Investment Advisors first reported a position in Hess in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Hess position peaked at $289K in Q4 2023.
  • 831 funds tracked by Wall St. Rank held Hess as of Q1 2024.

Based on Realta Investment Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.