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Toth Financial Advisory’s Hess Midstream HESM Stock Holding History

Toth Financial Advisory’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
2022
Q2 		– Sell
-22,000
Closed -$660K – 729
2022
Q1 		$660K Buy
+22,000
New +$665K 0.1% 144

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Toth Financial Advisory's HESM Position: Q2 2022 in Review

Toth Financial Advisory sold out of Hess Midstream (HESM) in Q2 2022, closing a stake of 22,000 shares — an estimated $660K sold.

Toth Financial Advisory first reported a position in HESM in Q1 2022 and held it in 1 quarter. The position peaked at $660K in Q1 2022. 152 funds tracked by Wall St. Rank hold HESM as of Q2 2022.

  • Toth Financial Advisory reported no remaining Hess Midstream position as of Q2 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 22,000 Hess Midstream shares in Q2 2022, an estimated $660K.
  • Toth Financial Advisory first reported a position in Hess Midstream in Q1 2022 and held it in 1 quarter.
  • Toth Financial Advisory's Hess Midstream position peaked at $660K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2022.

Based on Toth Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.