Sutton Wealth Advisors’s Hess Midstream HESM Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$10K	Buy	344 +6	+2%	+$181	﹤0.01%	467
2023 Q2	$10.4K	Buy	338 +7	+2%	+$202	0.01%	451
2023 Q1	$9.59K	Buy	+331	New	+$9.64K	0.01%	431

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Hess Midstream (HESM) stake by 1.8% in Q3 2023, buying an estimated $181 and bringing the position to 344 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Sutton Wealth Advisors first reported a position in HESM in Q1 2023 and has held it in 3 quarters since. The position peaked at $10.4K in Q2 2023. 196 funds tracked by Wall St. Rank hold HESM as of Q3 2023.

Sutton Wealth Advisors held 344 shares of Hess Midstream worth $10K as of Q3 2023.
Sutton Wealth Advisors bought 6 Hess Midstream shares in Q3 2023, an estimated $181.
Hess Midstream made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #467 holding.
Sutton Wealth Advisors first reported a position in Hess Midstream in Q1 2023 and has held it in 3 quarters since.
Sutton Wealth Advisors's Hess Midstream position peaked at $10.4K in Q2 2023.
196 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2023.

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