WealthPLAN Partners’s Hess HES Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-35	Closed	-$4.76K	–	648
2023 Q2	$4.76K	Sell	35 -15	-30%	-$2.05K	﹤0.01%	920
2023 Q1	$6.62K	Buy	+50	New	+$6.96K	﹤0.01%	951

Other funds holding HES

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's HES Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hess (HES) in Q3 2023, closing a stake of 35 shares — an estimated $4.76K sold.

WealthPLAN Partners first reported a position in HES in Q1 2023 and held it in 2 quarters. The position peaked at $6.62K in Q1 2023. 783 funds tracked by Wall St. Rank hold HES as of Q3 2023.

WealthPLAN Partners reported no remaining Hess position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 35 Hess shares in Q3 2023, an estimated $4.76K.
WealthPLAN Partners first reported a position in Hess in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Hess position peaked at $6.62K in Q1 2023.
783 funds tracked by Wall St. Rank held Hess as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.