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Washington Trust Advisors’s Hess HES Stock Holding History

Washington Trust 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
-115
Closed -$15.2K – 711
2023
Q1 		$15.2K Hold
115
– – ﹤0.01% 451
2022
Q4 		$16.3K Sell
115
-190
-62% -$26.1K ﹤0.01% 448
2022
Q3 		$33K Buy
305
+81
+36% +$8.98K ﹤0.01% 447
2022
Q2 		$24K Sell
224
-36
-14% -$4.07K ﹤0.01% 509
2022
Q1 		$28K Buy
+260
New +$24.7K ﹤0.01% 542

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Advisors's HES Position: Q2 2023 in Review

Washington Trust Advisors sold out of Hess (HES) in Q2 2023, closing a stake of 115 shares — an estimated $15.2K sold.

Washington Trust Advisors first reported a position in HES in Q1 2022 and held it in 5 quarters. The position peaked at $33K in Q3 2022. 756 funds tracked by Wall St. Rank hold HES as of Q2 2023.

  • Washington Trust Advisors reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 115 Hess shares in Q2 2023, an estimated $15.2K.
  • Washington Trust Advisors first reported a position in Hess in Q1 2022 and held it in 5 quarters.
  • Washington Trust Advisors's Hess position peaked at $33K in Q3 2022.
  • 756 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.