Wealthcare Advisory Partners’s Hess HES Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-452	Closed	-$32K	–	1109
2021 Q1	$32K	Buy	+452	New	+$28.9K	﹤0.01%	1032
2020 Q2	–	Sell	-433	Closed	-$14K	–	779
2020 Q1	$14K	Sell	433 -66	-13%	-$3.57K	﹤0.01%	824
2019 Q4	$33K	Sell	499 -325	-39%	-$21.3K	﹤0.01%	635
2019 Q3	$50K	Sell	824 -166	-17%	-$10.3K	0.01%	534
2019 Q2	$63K	Buy	990 +22	+2%	+$1.36K	0.01%	459
2019 Q1	$58K	Buy	968 +4	+0.4%	+$220	0.01%	430
2018 Q4	$39K	Sell	964 -529	-35%	-$30.2K	0.01%	483
2018 Q3	$107K	Sell	1,493 -313	-17%	-$20.6K	0.02%	327
2018 Q2	$121K	Buy	1,806 +1	+0.1%	+$60	0.02%	295
2018 Q1	$91K	Sell	1,805 -198	-10%	-$9.7K	0.02%	296
2017 Q4	$95K	Buy	2,003 +529	+36%	+$23.9K	0.02%	264
2017 Q3	$69K	Buy	+1,474	New	+$62.3K	0.02%	269

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Wealthcare Advisory Partners's HES Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Hess (HES) in Q2 2021, closing a stake of 452 shares — an estimated $32K sold.

Wealthcare Advisory Partners first reported a position in HES in Q3 2017 and held it in 12 quarters. The position peaked at $121K in Q2 2018. 536 funds tracked by Wall St. Rank hold HES as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Hess position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 452 Hess shares in Q2 2021, an estimated $32K.
Wealthcare Advisory Partners first reported a position in Hess in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Hess position peaked at $121K in Q2 2018.
536 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.