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Redwood Wealth Management Group’s Hess Midstream HESM Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-4,020
Closed -$146K – 551
2024
Q2 		$146K Buy
+4,020
New +$142K 0.11% 147

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Redwood Wealth Management Group's HESM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Hess Midstream (HESM) in Q3 2024, closing a stake of 4,020 shares — an estimated $146K sold.

Redwood Wealth Management Group first reported a position in HESM in Q2 2024 and held it in 1 quarter. The position peaked at $146K in Q2 2024. 256 funds tracked by Wall St. Rank hold HESM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Hess Midstream position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,020 Hess Midstream shares in Q3 2024, an estimated $146K.
  • Redwood Wealth Management Group first reported a position in Hess Midstream in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Hess Midstream position peaked at $146K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.