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Wealth Alliance’s Hess Midstream HESM Stock Holding History

Wealth Alliance’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
2024
Q2 		– Sell
-5,699
Closed -$206K – 529
2024
Q1 		$206K Sell
5,699
-860
-13% -$29.1K 0.03% 489
2023
Q4 		$207K Buy
+6,559
New +$201K 0.03% 479

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Wealth Alliance's HESM Position: Q2 2024 in Review

Wealth Alliance sold out of Hess Midstream (HESM) in Q2 2024, closing a stake of 5,699 shares — an estimated $206K sold.

Wealth Alliance first reported a position in HESM in Q4 2023 and held it in 2 quarters. The position peaked at $207K in Q4 2023. 242 funds tracked by Wall St. Rank hold HESM as of Q2 2024.

  • Wealth Alliance reported no remaining Hess Midstream position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 5,699 Hess Midstream shares in Q2 2024, an estimated $206K.
  • Wealth Alliance first reported a position in Hess Midstream in Q4 2023 and held it in 2 quarters.
  • Wealth Alliance's Hess Midstream position peaked at $207K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.