TWP
HES

TFO Wealth Partners’s Hess HES Stock Holding History

TFO Wealth Partners’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
-7
Closed -$1.07K – 360
2024
Q1 		$1.07K Hold
7
– – ﹤0.01% 156
2023
Q4 		$1.01K Sell
7
-405
-98% -$59.4K ﹤0.01% 198
2023
Q3 		$56K Hold
412
– – 0.01% 85
2023
Q2 		$56K Buy
412
+405
+5,786% +$55.4K 0.01% 74
2023
Q1 		$926 Buy
7
+5
+250% +$696 ﹤0.01% 173
2022
Q4 		$31 Buy
+2
New +$275 ﹤0.01% 889
2022
Q3 		– Sell
-85
Closed -$9K – 283
2022
Q2 		$9K Buy
+85
New +$9.62K ﹤0.01% 140

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

TFO Wealth Partners's HES Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hess (HES) in Q2 2024, closing a stake of 7 shares — an estimated $1.07K sold.

TFO Wealth Partners first reported a position in HES in Q2 2022 and held it in 7 quarters. The position peaked at $56K in Q3 2023. 813 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Hess shares in Q2 2024, an estimated $1.07K.
  • TFO Wealth Partners first reported a position in Hess in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Hess position peaked at $56K in Q3 2023.
  • 813 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.