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Spartan Planning & Wealth Management’s Hess HES Stock Holding History

Spartan Planning & Wealth Management’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
Q2 		– Sell
-3,795
Closed -$406K – 124
2022
Q1 		$406K Buy
+3,795
New +$360K 0.51% 26

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Spartan Planning & Wealth Management's HES Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Hess (HES) in Q2 2022, closing a stake of 3,795 shares — an estimated $406K sold.

Spartan Planning & Wealth Management first reported a position in HES in Q1 2022 and held it in 1 quarter. The position peaked at $406K in Q1 2022. 631 funds tracked by Wall St. Rank hold HES as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Hess position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 3,795 Hess shares in Q2 2022, an estimated $406K.
  • Spartan Planning & Wealth Management first reported a position in Hess in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Hess position peaked at $406K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Hess as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.