TFA
HES

Teamwork Financial Advisors’s Hess HES Stock Holding History

Teamwork Financial 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
2024
Q2 		– Sell
-1,642
Closed -$251K – 163
2024
Q1 		$251K Sell
1,642
-31,621
-95% -$4.59M 0.04% 161
2023
Q4 		$4.8M Buy
33,263
+709
+2% +$104K 0.82% 30
2023
Q3 		$4.98M Buy
32,554
+2,759
+9% +$415K 0.81% 32
2023
Q2 		$4.05M Buy
+29,795
New +$4.08M 0.66% 36

Other funds holding HES

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Teamwork Financial Advisors's HES Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Hess (HES) in Q2 2024, closing a stake of 1,642 shares — an estimated $251K sold.

Teamwork Financial Advisors first reported a position in HES in Q2 2023 and held it in 4 quarters. The position peaked at $4.98M in Q3 2023. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,642 Hess shares in Q2 2024, an estimated $251K.
  • Teamwork Financial Advisors first reported a position in Hess in Q2 2023 and held it in 4 quarters.
  • Teamwork Financial Advisors's Hess position peaked at $4.98M in Q3 2023.
  • 812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.