Teamwork Financial Advisors’s Hess Midstream HESM Stock Holding History

Teamwork Financial 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
2025 Q1	–	Sell	-13,035	Closed	-$483K	–	187
2024 Q4	$483K	Buy	13,035 +286	+2%	+$10.3K	0.06%	111
2024 Q3	$450K	Sell	12,749 -1,152	-8%	-$42.3K	0.06%	110
2024 Q2	$507K	Sell	13,901 -142	-1%	-$5.01K	0.08%	88
2024 Q1	$507K	Sell	14,043 -2,048	-13%	-$69.2K	0.08%	104
2023 Q4	$509K	Sell	16,091 -5,176	-24%	-$158K	0.09%	101
2023 Q3	$619K	Sell	21,267 -601	-3%	-$18.1K	0.1%	114
2023 Q2	$671K	Sell	21,868 -1,323	-6%	-$38.2K	0.11%	106
2023 Q1	$671K	Sell	23,191 -1,044	-4%	-$30.4K	0.12%	98
2022 Q4	$725K	Sell	24,235 -7,381	-23%	-$211K	0.15%	97
2022 Q3	$807K	Sell	31,616 -285	-0.9%	-$8.14K	0.17%	86
2022 Q2	$893K	Buy	31,901 +11,210	+54%	+$346K	0.2%	87
2022 Q1	$621K	Buy	+20,691	New	+$625K	0.12%	147

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return