Simplicity Wealth’s Hess HES Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-5,246	Closed	-$774K	–	790
2024 Q2	$774K	Buy	5,246 +151	+3%	+$23.1K	0.02%	610
2024 Q1	$778K	Buy	+5,095	New	+$740K	0.02%	591

Other funds holding HES

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Simplicity Wealth's HES Position: Q3 2024 in Review

Simplicity Wealth sold out of Hess (HES) in Q3 2024, closing a stake of 5,246 shares — an estimated $774K sold.

Simplicity Wealth first reported a position in HES in Q1 2024 and held it in 2 quarters. The position peaked at $778K in Q1 2024. 813 funds tracked by Wall St. Rank hold HES as of Q3 2024.

Simplicity Wealth reported no remaining Hess position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,246 Hess shares in Q3 2024, an estimated $774K.
Simplicity Wealth first reported a position in Hess in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Hess position peaked at $778K in Q1 2024.
813 funds tracked by Wall St. Rank held Hess as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.