Ten Capital Wealth Advisors’s Hess HES Stock Holding History

Ten Capital 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 Q2	–	Sell	-250	Closed	-$33.1K	–	328
2023 Q1	$33.1K	Hold	250	–	–	0.01%	262
2022 Q4	$35.5K	Hold	250	–	–	0.01%	197
2022 Q3	$27K	Hold	250	–	–	0.01%	206
2022 Q2	$26K	Hold	250	–	–	0.01%	181
2022 Q1	$27K	Hold	250	–	–	0.01%	182
2021 Q4	$19K	Hold	250	–	–	0.01%	225
2021 Q3	$20K	Hold	250	–	–	0.01%	207
2021 Q2	$22K	Hold	250	–	–	0.01%	245
2021 Q1	$17K	Hold	250	–	–	﹤0.01%	231
2020 Q4	$13K	Buy	+250	New	+$11.4K	﹤0.01%	241

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ten Capital Wealth Advisors's HES Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Hess (HES) in Q2 2023, closing a stake of 250 shares — an estimated $33.1K sold.

Ten Capital Wealth Advisors first reported a position in HES in Q4 2020 and held it in 10 quarters. The position peaked at $35.5K in Q4 2022. 757 funds tracked by Wall St. Rank hold HES as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 250 Hess shares in Q2 2023, an estimated $33.1K.
Ten Capital Wealth Advisors first reported a position in Hess in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Hess position peaked at $35.5K in Q4 2022.
757 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.