USCWA
HES

U.S. Capital Wealth Advisors’s Hess HES Stock Holding History

U.S. 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
Q1 		– Sell
-879
Closed -$125K – 1017
2022
Q4 		$125K Buy
+879
New +$121K 0.01% 699

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's HES Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Hess (HES) in Q1 2023, closing a stake of 879 shares — an estimated $125K sold.

U.S. Capital Wealth Advisors first reported a position in HES in Q4 2022 and held it in 1 quarter. The position peaked at $125K in Q4 2022. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 879 Hess shares in Q1 2023, an estimated $125K.
  • U.S. Capital Wealth Advisors first reported a position in Hess in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Hess position peaked at $125K in Q4 2022.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.