SWA
HES

Sutton Wealth Advisors’s Hess HES Stock Holding History

Sutton Wealth 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
2023
Q3 		$48.2K Hold
315
– – 0.02% 230
2023
Q2 		$42.8K Buy
315
+235
+294% +$32.2K 0.02% 244
2023
Q1 		$10.6K Hold
80
– – 0.01% 413
2022
Q4 		$11.3K Hold
80
– – ﹤0.01% 900
2022
Q3 		$8.72K Hold
80
– – ﹤0.01% 936
2022
Q2 		$8.47K Buy
80
+3
+4% +$339 ﹤0.01% 955
2022
Q1 		$8.24K Buy
77
+2
+3% +$190 ﹤0.01% 994
2021
Q4 		$5.55K Sell
75
-2
-3% -$162 ﹤0.01% 1052
2021
Q3 		$6.01K Buy
77
+2
+3% +$147 ﹤0.01% 1027
2021
Q2 		$6.55K Hold
75
– – ﹤0.01% 1002
2021
Q1 		$5.31K Buy
75
+5
+7% +$320 ﹤0.01% 1007
2020
Q4 		$3.69K Buy
70
+30
+75% +$1.36K ﹤0.01% 1025
2020
Q3 		$1.64K Hold
40
– – ﹤0.01% 1089
2020
Q2 		$2.07K Sell
40
-54
-57% -$2.47K ﹤0.01% 1055
2020
Q1 		$3.13K Sell
94
-8
-8% -$433 ﹤0.01% 964
2019
Q4 		$6.82K Hold
102
– – ﹤0.01% 896
2019
Q3 		$6.17K Hold
102
– – ﹤0.01% 903
2019
Q2 		$6.48K Buy
102
+25
+32% +$1.55K ﹤0.01% 872
2019
Q1 		$4.64K Sell
77
-322
-81% -$17.7K ﹤0.01% 953
2018
Q4 		$16.2K Hold
399
– – 0.01% 590
2018
Q3 		$28.6K Hold
399
– – 0.02% 458
2018
Q2 		$26.7K Hold
399
– – 0.02% 482
2018
Q1 		$20.2K Buy
399
+332
+496% +$16.3K 0.01% 565
2017
Q4 		$3.18K Hold
67
– – ﹤0.01% 933
2017
Q3 		$3.14K Hold
67
– – ﹤0.01% 918
2017
Q2 		$2.94K Buy
67
+19
+40% +$888 ﹤0.01% 929
2017
Q1 		$2.31K Sell
48
-14
-23% -$742 ﹤0.01% 927
2016
Q4 		$3.86K Hold
62
– – ﹤0.01% 873
2016
Q3 		$3.32K Hold
62
– – ﹤0.01% 884
2016
Q2 		$3.73K Hold
62
– – ﹤0.01% 837
2016
Q1 		$3.26K Buy
+62
New +$2.74K ﹤0.01% 836

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's HES Position: Q3 2023 in Review

Sutton Wealth Advisors held its Hess (HES) position steady in Q3 2023 at 315 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #230.

Sutton Wealth Advisors first reported a position in HES in Q1 2016 and has held it in 31 quarters since. 784 funds tracked by Wall St. Rank hold HES as of Q3 2023.

  • Sutton Wealth Advisors held 315 shares of Hess worth $48.2K as of Q3 2023.
  • Sutton Wealth Advisors left its Hess share count unchanged in Q3 2023.
  • Hess made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #230 holding.
  • Sutton Wealth Advisors first reported a position in Hess in Q1 2016 and has held it in 31 quarters since.
  • 784 funds tracked by Wall St. Rank held Hess as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.