RMR Wealth Builders’s Hess HES Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-200	Closed	-$14K	–	378
2021 Q1	$14K	Buy	+200	New	+$12.8K	﹤0.01%	557

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

RMR Wealth Builders's HES Position: Q2 2021 in Review

RMR Wealth Builders sold out of Hess (HES) in Q2 2021, closing a stake of 200 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in HES in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 536 funds tracked by Wall St. Rank hold HES as of Q2 2021.

RMR Wealth Builders reported no remaining Hess position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 200 Hess shares in Q2 2021, an estimated $14K.
RMR Wealth Builders first reported a position in Hess in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Hess position peaked at $14K in Q1 2021.
536 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.